Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Latest Trends in Target Date Funds (PDF)
BrightScope June 24, 2014
"Fees continue to fall: they are down to an average of 0.67 percent for the lowest cost institutional share class for all target date funds, a steady drop from 0.70 percent in 2012 and 0.72 percent in 2011.... In 2013, target date fund assets increased 24 percent to nearly $625 billion in Investment Company Act of 1940 funds. BrightScope estimates total target date assets are actually closer to $900 billion w hen collective investment trusts and pooled separate accounts are added."
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