Why Target Date Funds Are So Popular

May 27, 2014
Hosted by Peter Weitz

[Download MP3] [itunes] [Bookmark Episode]

Guest Information

Episode Description

Is equity allocation the best way to measure risk? Do multi-manager funds perform better than proprietary funds? Do more asset classes really lead to better diversification? Target date funds are rife with misunderstanding, and this can ultimately harm retirement plan participants. Join Peter Weitz as he welcomes Rich Weiss, Senior Portfolio Manager of American Century Investments, as his guest, to explore several commonly held beliefs about target date funds – and present some alternatives to the "conventional wisdom.” In Black and Weitz airs on Tuesday at 10AM Eastern, 7AM Pacific.

In Black and Weitz

In Black and Weitz

Archives Available on VoiceAmerica Business Channel

Ayn Rand said that there are two sides to every issue: one side is right and the other is wrong, but the middle is always evil. In Black and Weitz, and show host Peter Weitz will address the most pressing matters in business without bias. In fact, the data will support his vision of harnessing the power of key investment and business data points to deliver unbiased (and unemotional) opinions with strong conviction. His guests will have a similar approach. He intends to spotlight industry leaders, corporate executives and consultants, by covering a myriad of business and investment topics to educate listeners like you based on their expertise. Some topics that can be expected to be covered include Investments, Innovation, 401(K) plans, HR technology, and Retirement. If you are interested in learning about and solving complex business and investment issues, presented in a manner that is simple to understand, then tune in.

  • Snag
  • ecard
  • Bookmark and Share
Peter Weitz

Peter Weitz

Peter Weitz, is a Chartered Retirement Planning Counselor (c) and a Senior Vice President and equity partner of Fusion Analytics Investment Partners. He joined the industry over ten years ago after spending 13 years in real estate development in Washington, DC. After several years working for a large retail wire house, he became uncomfortable with the inherent conflicts of interest at major brokerage institutions and joined Fusion Analytics in 2009, overseeing their South East Region. A dual graduate of George Washington University, Peter holds both an undergraduate degree in business and a Master’s Degree in Finance. His primary areas of practice include corporate 401(K) and defined benefit plans assisting plan sponsors with their investment, fiduciary, employee education and compliance responsibilities, as well as individual retirement planning and wealth retention. He has published several articles and spoken on numerous panels regarding ERISA regulations as they pertain to defined contribution and benefit plans and has been recognized as a top performer nationally in the 401(K) market place by several 401(K) plan providers.

In his spare time, he is a passionate golfer, a gourmet cook, a dog lover and an oenophile. He currently resides in Coral Springs, Florida.

  • Snag
  • ecard
  • Bookmark and Share