Investing in your DC plan: Target Date Funds - do they work?

September 15, 2016 7:30 AM to 9:30 AMHotel Fort Garry, Winnipeg, Manitoba
Area of Interest: Pensions Format: In Person

With the dominance of Target Date Funds being used as default choices in plans it can be difficult to understand the differences between offerings.

We take a deep dive into the changing landscape of this product class over the past 15 years, addressing where TDF's originated, early criticisms and what/why certain enhancements have been adopted into design, to better equip you in positioning the most suitable offering to your plan sponsors.

Presented by:  Sonya Uppal, Vice President Defined Contribution & Retirement, Franklin Templeton Institutional

Sonya Uppal is the Vice President of Defined Contrbution and Retirement for Franklin Templeton Investments.  Joining FTI in 2013, Sonya leads the sales effort for the Defined Contribution & Retirement  business in Western Canada developing and growing relationships amongst the pension brokerage and independent advisor market.

With over 15 years of experience in the financial industry, Sonya has supported multiple distribution channels in Western Canada working closely with MFDA, IIROC and Life Insurance platform partners to identify investment suitability within our solutions available to Canadian investors and plan sponsors.

Sonya holds a Bachelor of Management degree (B Mgt) from the University of Lethbridge and is a Certified Investment Manager (CIM designation holder).

Fees and Registration
Membership Types Regular Price
Regular membership $42.86 CDN
Associate $42.86 CDN
Student $42.86 CDN
Non Member $90.48 CDN
Event: 28 Registered 72 Available
Cancellation Policy