Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Why to Monitor Target Date Funds
The Principal Blog Dec. 18, 2015 "As you're working with a plan sponsor to choose a TDF, help them by documenting what attributes they find important about TDFs and why they chose the one they did. Monitoring isn't just watching -- your client needs to revisit the criteria and determine if the TDF the plan sponsor has chosen still meets it. And consider if that criteria is valid." |
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