Loan & Distribution Specialist AimPoint Pension
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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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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Target Date Fund Objectives Are Duplicitous So Objective-Based Investing Is Convoluted (PDF)
Target Date Solutions Nov. 29, 2016 "What are the objectives for your target date fund? Good chance your fund provider has told you that they are to [1] replace pay and [2] manage longevity risk. But that's not what TDF providers say in their official documents, namely their prospectuses.... They read something like this boilerplate: 'Provide capital appreciation and current income consistent with its asset allocation.' " |
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