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Episode Guest:

Jeff Holt

Associate Director

Morningstar Research

Morningstar 2017 Target Date Landscape Report

Target Date Retirement Funds: Morningstar Shares Insights On Key Concepts & Questions for Retirement Plan Fiduciaries

Guest: Jeff Holt

 

 

 

 

 

After turning over my hosting duties last week for the 75th episode, its nice to be back on the more familiar side of the microphone!  This week I was excited to have Jeff Holt, a CFA and Associate Director on Morningstar’s Manager Research Team to discuss the ever popular topic of Target Date Funds!  It wouldn’t be an exaggeration to say that Target Date Funds (TDFs) have grown exponentially within the last few years. As a retirement plan fiduciary, it’s important to understand not only what a TDF is but how to evaluate them and ensure the strategy you have chosen or might be considering is a good fit for your plan.  During my conversation with Jeff we provide some core concepts such as glide path construction, too vs. through retirement and open vs. closed architecture design to see if they are still relevant.  We also hit hot topics such as if the active vs. index investing conversation impacts TDFs, the ever popular topic of investment fees and the perils of looking the performance of TDFs in a vacuum. Finally, we provide retirement plan committee members and plan fiduciaries several important questions to consider at your next retirement committee or plan review meeting.  

Guest Bio

Jeff Holt, CFA, is an associate director on Morningstar’s manager research team. He focuses primarily on multiasset strategies from asset managers including Fidelity, BlackRock, and Principal. 

 

Before joining Morningstar in 2014, Holt spent nearly nine years at Jeffrey Slocum & Associates, where he was responsible for investment research to support the firm’s defined contribution practice. He covered target-date funds, stable value funds, and other asset classes specific to defined contribution clients. 

 

Holt holds a bachelor’s degree in management, with a concentration in corporate finance, from Brigham Young University. He also holds the Chartered Financial Analyst® designation.

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