flexPATH Strategies has been a pioneer in personalized TDFs since 2015 and is the largest multi-glidepath TDF provider in the marketplace today with a commanding 89% market share (according to SWAY Research 2024*). This structure offers participants the important ability to personalize the TDF by risk level, while maintaining the simplicity and low fees of traditional TDFs. We are proud to announce the next evolution in personalized TDFs, partnering with Empower to automatically map participants into a risk glidepath leveraging participant data without any participant engagement or additional cost.

*No compensation was paid by or to the advisor, directly or indirectly in connection with obtaining or using the rate.

TDebrief - KF New Circle B
Kellen Foley, CFA
Director, Investment Management

Auto Personalized TDFs

Episode 17

Takeaways

01:25

Personalized TDFs can better "align the TDF to participant characteristics" per DOL Guidance

02:40

Personalization/cost/engagement spectrum

05:45

How participants use risk-based glidepaths to easily personalize today

08:20

Next evolution: automated personalized TDFs at no additional cost