Designing the Future of Target-Date Funds

By Society of Actuaries · 2025 · RET101-109-25

SOA study note RET101-109-25, titled Designing the Future of Target-Date Funds, supplied for the SOA's RET 101 Retirement Plan Design course. The SOA course strategy guide says it is focused on further improvements that could be made to target-date funds as a DC plan investment.

On the syllabus

Exam RET-101 — RET101-109-25; Outcomes 1a, 1c; 4l. The SOA course strategy guide says it is focused on further improvements that could be made to target-date funds as a DC plan investment.

Contents unavailable No copy of this study note is published online and no catalogue contents could be found; the SOA supplies it with the course study notes. This page records its citation and assignment from the syllabus and the course strategy guide.

Sources

RET 101 Introductory Study Note, Nov 2026/Mar 2027/Jul 2027 (SOA) — the study-note code RET101-109-25 and its title; the study notes name no author and no date, so the SOA is given as the issuing body and the year is the one in the code's suffix
RET 101 Course Strategy Guide, Nov 2026/Mar 2027/Jul 2027 (SOA) — what the SOA says the reading covers
RET 101 Syllabus, Nov 2026/Mar 2027/Jul 2027 (SOA) — the reading and its learning outcomes