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Compass
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SEC Advisory Group Pushes for Enhanced Target Date Fund Rules
Pensions & Investments Apr. 14, 2013 "The five additional recommendations from the committee are: [1] developing a glidepath illustration based on risk; [2] having standard methodology for all illustrations; [3] requiring fund prospectuses to disclose risk assumptions; [4] requiring warnings in marketing materials that funds are not guaranteed; and [5] enhancing fee disclosure of costs over the lifetime of the investment." |
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