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Compass
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Loan & Distribution Specialist AimPoint Pension
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Debating Target Date Funds' Tricky Labels
The Wall Street Journal; subscription may be required [Opinion] Aug. 25, 2010 "In an effort to improve the way the funds are labeled, the [SEC] has proposed a number of changes, such as requiring a table that illustrates how funds shift from risky investments to more conservative ones and disclosing information about how the funds will look on the target-date in a prominent in marketing materials, adjacent to the name of the fund." |
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