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Tailored Target Date Fund Strategies That Can Match Demographics May Enhance Control and Reduce Costs (PDF)
PIMCO
Aug. 10, 2014
"More than two in three consultants promote or support custom solutions. Plans as small as $200 million will likely go custom in the coming years. 51% of consultants believe that there is not enough choice in the market, or plan demographics are too unique for off-the-shelf solution." [A chart titled "Target-Date Funds: Find Your Fit" compares custom and off-the-shelf funds; the article includes a checklist titled "Customization: Key Steps."]
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