flex

flexPATH is a unique solution that solves the most common challenges advisors and plan sponsors face with traditional Target Date Funds (TDFs).  First, by approaching underlying fund selection from an open-architecture perspective, flexPATH brings a best-in-breed approach to TDFs, deviating from the antiquated proprietary model most managers employ.  Second, with its multiple glidepath approach, flexPATH offers flexibility to employees so each individual can be invested conservatively, moderately, or aggressively. These are custom target date fund series that move away from the one size fits all approach of most TDFs.

flexPATH Index/Index+ Target Date Funds

flexPATH Index Target Date series R1

Management Style = 100% passive

Underlying funds/portfolio composition = Open-Architecture – currently all BlackRock passive

Asset class exposure = 9 asset classes

flexPATH Index+ Target Date series R1

Management Style = 70% passive and 30% active

Underlying funds/portfolio composition = Open-Architecture – currently 19 fund companies

Asset class exposure = 9 asset classes