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Text of DOL Advisory Opinion 2009-04a on Behalf of Avatar Associates Regarding the Application of Certain Provisions of ERISA to 'Target Date' or 'Lifecycle' Mutual Funds
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Link to more items from this source
[Official Guidance]
Dec. 9, 2009

Excerpt: [DOL was asked w]hether target-date or lifecycle mutual funds constitute 'plan assets' of investing employee benefit plans or whether the investment advisers to such mutual funds are fiduciaries to the investing plans under ERISA.

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