WP&BC Monthly Luncheon: Target Date Retirement Funds

  • 14 Nov 2017
  • 11:30 AM - 1:15 PM (MST)
  • Wellshire Event Center - 3333 South Colorado Blvd, Denver, CO 80222

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WP&BC Monthly Luncheon: Target Date Retirement Funds

Presented by: Kameron Jones, Investment Advisor Representative Retirement, NFP Retirement 

Please join the WP&BC Denver Chapter at our November luncheon for "Target Date Retirement Funds." Target date funds continue to gain in popularity as default investment options for plan sponsors and an easy solution for participants. It is no longer prudent from a fiduciary standpoint to just go with the “house brand” target date fund offered by the plan's service provider. Learn how to develop a best practices approach for carrying out fiduciary responsibilities related to evaluation and selection of the most appropriate target date solution for your plan, as well as monitoring its ongoing performance. Kameron Jones, from NFP Retirement, will lead the discussion.

Leveraging his knowledge of the retirement plan marketplace, Kameron Jones conducts RFPs and fee benchmarkings for plan sponsors and provides guidance on retirement plan best practices.

He holds FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Representative Examination) and 65 (NASAA Investment Advisors Law Examination) licenses. Kameron graduated from the University of Pennsylvania with a Bachelor of Arts in philosophy, political science and economics.

Wellshire Event Center
3333 South Colorado Blvd
Denver, CO 80222

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