Regional Vice President of Sales The Retirement Plan Company
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Loan & Distribution Specialist AimPoint Pension
|
Compass
|
Bates & Company, Inc.
|
AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Investment Advisers May Have Role in Creating Unbundled Target Date Funds
PLANSPONSOR; free registration may be required June 23, 2014
"Fund companies often install mandates limiting what underlying funds their TDF managers are allowed to purchase as part of the proprietary TDF portfolio. In many cases the managers are only permitted to invest in their own firm's fund offerings ... even when those funds consistently underperform similar offerings on the market.... It's not hard to see how the proprietary mandate could harm the fund manager's ability to truly pursue the best risk-adjusted returns at the right expense,"
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |