San Clemente, California Jan 22, 2023 (Issuewire.com) - Ronald Surz, President of Target Date Solutions, announces the release of Soteria software that facilitates personalized target date accounts by blending patented safe-landing target date glide paths with the personalization of managed accounts. Target date funds (TDFs) are the most popular Qualified Default Investment Alternative (QDIA). Managed accounts (MAs) are the second most popular.
Both TDFs and MAs suffer known shortcomings that Soteria overcomes by using the best in both while eliminating their deficiencies. See how in this introduction and attend our February 15 webinar at noon EST.
“Our pioneering innovation equips recordkeepers with software that revolutionizes 401(k) investing for both defaulted and self-directed participants,” says Ronald Surz.
Benefits include:
- Unlike other QDIAs, Soteria manages the Sequence of Return Risk.
- Cost is below 20 bps, significantly less than half of Managed Account fees.
- Self-directed participants easily manage their risk.
- Uses a patented design with a proven 16-year track record.
Media Contact
Target Date Solutions ron@targetdatesolutions.com 9494888339 http://www.targetdatesolutions.com
