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Portfolio construction

What plan sponsors need to know to be fiduciary compliant

October 03, 2024 - 2 min read

This plan sponsor’s guide covers key areas of fiduciary education, including:

  • Importance of fiduciary status
  • When fiduciary status applies
  • Obligations of a fiduciary
  • How to avoid prohibited transactions
  • Action steps for running a compliant retirement program

Investment ideas

The Natixis Target Retirement Funds are a target date fund family designed to help retirement investors who want to generate sustainable long-term returns.

Retirement plan support

Natixis provides the tools, research, and investment strategies to deliver comprehensive retirement solutions and support to plans and their participants. Reach out to a Natixis Retirement Specialist today.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-862-4863 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Effective July 1, 2024, the name of the Natixis Sustainable Future Funds changed to Natixis Target Retirement Funds. Each fund’s investment goals and principal investment strategies remain the same; fund name changes are in sequential five-year periods from 2015 to 2065.

The fund's asset allocation becomes increasingly conservative as it approaches the target date and beyond. Allocations may deviate plus or minus 10% from their targeted percentages.

Investments in the fund are subject to the risks of the underlying funds and separately managed segments. Principal invested is not guaranteed against losses. It is possible to lose money by investing in the fund, including at and after the fund's target date.

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