Senior Specialist 401k Recordkeeping T Bank N.A.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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Greenline Wealth Management
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New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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Text of SEC Comment Request on Investment Company Advertising: Target Date Retirement Fund Names and Marketing (PDF)
U.S. Securities and Exchange Commission [SEC] [Official Guidance] Apr. 3, 2014 "The [SEC] is reopening the period for public comment on rule amendments it proposed in 2010 ... Among other things, the proposed amendments would, if adopted, require marketing materials for target date retirement funds ... to include a table, chart, or graph depicting the fund's asset allocation over time, i.e., an illustration of the fund's so-called 'asset allocation glide path.' In 2013, the Commission's Investor Advisory Committee recommended that the Commission develop a glide path illustration for target date funds that is based on a standardized measure of fund risk as a replacement for, or supplement to, the proposed asset allocation glide path illustration. The Commission is reopening the comment period to seek public comment on this recommendation." [Includes extensive and specific questions on which the SEC is requesting comments.] |
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