ReplayPresented by Jason Roberts, ESQ.
CEO, Pension Resource Institute, LLC
Partner, Retirement Law Group, PC
Attendees will learn how to:
• evaluate the pros and cons of each QDIA type;
• use the QDIA Blue Book to document your client's needs and objectives; and
• create consistent and repeatable processes for selecting and monitoring of QDIAs.
September 30, 2016
See what Morningstar and Lipper think of Thornburg's disciplined, bottom-up, research-driven investment process. This piece highlights Thornburg funds with retirement share classes.
September 30, 2016A compilation of all Thornburg Funds with Retirement share classes with Morningstar ratings and rankings and fi360 Fiduciary scores.
- October 2014Defined Contribution retirement plans need to modernize their investment options well beyond standard target-date series.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit our literature center. Read them carefully before investing.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
There is no guarantee that the Fund will meet its investment objectives.
Please see our glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Thornburg Investment Management, Inc. mutual funds are sold through investment professionals including investment advisors, brokerage firms, bank trust departments, trust companies and certain other financial intermediaries. Thornburg Securities Corporation (TSC) does not act as broker of record for investors.