Target Date Funds

Target Date Funds VS Asset Allocation Funds

Target date funds have been popular places for various kinds of accounts designed to save money over time. In many qualified plans, like 401K’s, 457's and 403B’s target date funds are the default option for participants when they don’t choose a mix of investments for their portfolio. However, they are not all created equally. They may or may not be appropriate for your participants.


Investment style and glide path are two of the main ways to evaluate target date funds to make sure they operate in the best interest of YOUR participants. However, underlying funds, diversity of line-up and performance are important metrics as well. We can help you evaluate the universe of target date funds to find the right ones for your participants.

Jevon K Thomas

Retirement Plan Consultants

Financial Advisor

(949) 545-1358

We are a financial advising firm specializing in employer sponsored retirement plans. We can help with 401K's, 403B's, 457's, defined benefits, ESOP's and Non Qualified plans.


We help protect, design and grow your employer sponsored retirement plan. Acting in the best interests of the participants and creating a retirement plan that emphasizes corporate goals and objectives are two sides of the same coin.


Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

15520 Rockfield Blvd, Suite G, Irvine, CA 92618

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA / SIPC. Jevon Thomas Retirement Plan Consultants and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.


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