Retirement Plan Relationship Manager ERISA Services, Inc. |
Nova 401(k) Associates |
Bates & Company |
Nicholas Pension Consultants |
Prime Pensions, Inc. |
Trucker Huss, A Professional Corporation |
Retirement, LLC |
Compass Retirement Consulting Group, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Carpenter Morse Group |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
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Target Date Funds: Overstocked Marc Fandetti of Meketa Investment Group, via SSRN ![]() Sept. 20, 2015 "The three largest ... 'off the shelf' Target Date Funds (OTDFs) intended for investors with a 10-20 year investment timeframe maintain radical levels of pubic equity exposure -- much higher than pension funds, which are, generally and unlike an investor's retirement plan account, intended to operate perpetually.... As a result of extreme public equity exposure, the largest OTDFs provide little 'downside protection' to investors: they behave mostly like 100% equity investments.... The inability of investors to access alternative investments has resulted in acute dependence on public equities and to lop-sided asset allocations that would surely be rejected by defined benefit pension funds." |
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