Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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A Closer Look at Target Date Funds
Pension Consultants, Inc. Dec. 15, 2015 "[It] is easy to skew asset allocations if the participant uses additional investment vehicles. Then consider what happens as participants near retirement. For some, it's appropriate when their asset allocation automatically shifts to more cash/bonds. Yet others may still need both growth and income at that time, so they may need more of an equity component to stay on track. It becomes extremely difficult for one target date fund to meet the individual needs of each investor." |
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