SEC's Proposed Rules for Marketing and Naming of Target Date Retirement Funds (PDF)

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SEC's Proposed Rules for Marketing and Naming of Target Date Retirement Funds (PDF)
Alston & Bird LLP

[Guidance Overview]
July 14, 2010

8 pages. Excerpt: For the purpose of the Proposal, a 'target date fund' is defined as an investment company that has an objective or strategy ofproviding varying degrees of long-term appreciation and capital preservation through a mix of equity and fixed-income exposuresthat changes over time based on an investor's age, target retirement date or life expectancy.

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