Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Common Fiduciary Considerations Related to Target Date Options
Manning & Napier May 12, 2014 "[T]here is much more to target date options than a rating score or a performance track record over a single time period or environment. [This article] is meant to address: ... how to monitor target date options and perform ongoing due diligence; the questions that should be asked of target date managers when deciding which target date family is right for a particular plan; and what to incorporate into an Investment Policy Statement (IPS)." |
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