Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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A Fiduciary's Guide to DOL's Tips for Selecting Target Date Funds (PDF)
Defined Contribution Institutional Investment Association [DCIIA] Feb. 18, 2014 6 pages. Excerpt: "Although specific rules surrounding the selection and monitoring of TDFs are not included in the DOL's fact sheet, the DOL stresses the importance of developing a prudent process and understanding the underlying components of TDFs.... [T]the DOL emphasizes that considerable differences exist among TDFs; it points out the need for plan fiduciaries to understand the principal components of the various TDF strategies, as well as the primary differences among them, and to consider these factors when determining which, if any, TDF would work best for their plan." |
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