Log in

Welcome to The WP&BC Orange County Chapter

Log in

Breakfast Forum:TARGET DATE FUNDS Where have we been, where are we now, where are we going…..

  • Thursday, March 21, 2019
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 4


Registration is closed


Where have we been,

                where are we now,

                           where are we going…..

 The Presentation: 

    Matt will discuss the background and history of Target Date Funds with a focus on Asset Growth, TDF Options (active, passive, hybrid, etc.) and Product Evolution and Innovation.  Additional information will be presented regarding Target Date Fund Industry Statistics on usage and Asset Flows.

    Erik will present an Overview of Advantages/Disadvantages/Flaws of Target Date Fund offerings from an investment perspective.

    Questions that will be addressed:

    Þ      What are the latest innovations in the target date fund space?

    Þ      What alternatives are there to target date funds?

    Þ      Discussion around the DOL’s 2013 Target Date Fund Guidance

    Þ      How has the fee landscape changed over the history of TDFs and where is it headed?

    Þ      Benchmarking

    Þ      TDF Litigation

    Our Speakers: Matt Wilde and Erik Daley

    • Matt Wilde, Vice President, Director - Investment Solutions at Wells Fargo Institutional Retirement and Trust.  Matt has broad experience in the financial services industry including over a decade of institutional investment exposure with a focus on retirement plans. Background in both defined contribution and defined benefit plans for corporate and not-for-profit plan sponsors. Diversified exposure working in investment consulting, directly with plan sponsors and with investment service providers. Specialties include investment related issues, plan design, compliance, fiduciary oversight and negotiations. 
    • Erik Daley, managing principal for Multnomah Group. Erik is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice. He regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.  

    Who Should Attend: 

    • Plan Fiduciaries who want to know more about target date funds in their plans and their fiduciary duties in selecting them
    • Plan Sponsors who want to assess which Target Date Funds to include
    • Financial Advisors who want to know more about where Target Date Funds are going and what the current issues are
    • Auditors who want to know the role of Target Date funds in plans they audit
    • Recordkeepers who would like to know more about Target Date fund utilization and likely future changes
    • Consultants who would like to have the most current information on Target Date fund issues, utilization and the newest iterations

    Continuing Education: 
    • 2 CE for AIF Certification (pending)
    • 2 CE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 CPE for CEBS
    • 1.75 hours MCLE for California attorneys
    • 2 hours for California CPAs
    • 2 hours for Certified Financial Planners (pending)
    • 2 hour for ERPA and Enrolled Agents 

    Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

    The reservation deadline for this event is Friday, March 14.

    WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

    The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:

    Christine Stewart,
    Chapter Administrator


    (949) 407-9128


    Orange County Chapter
    PO Box 6111
    Garden Grove, CA 92846

    Powered by Wild Apricot Membership Software