Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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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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Fiduciaries Need to Answer These Questions About Target Date Funds (PDF)
Beaumont Capital Management Sept. 22, 2016
"[The DOL has] five main issues with the first generation of TDFs and how the industry uses them today.... [F]or each plan you work with, you must: [1] Establish an objective process for comparing, selecting and reviewing your TDFs. [2] Understand the fund's investments and how they change over time. [3] Determine if the expenses are appropriate for the services given. [4] Know if the TDFs chosen have the ability to get defensive in market failures. [5] Develop effective employee communications."
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