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Response to Congressional Request for Review of Target Date Fund Risk and Practices (PDF)
Target Date SolutionsLink to more items from this source
June 10, 2021

52 presentation slides. "Congress should consider requiring clear and simple disclosures of TDF risk at the target date, perhaps even developing rules/standards for straightforward risk assignments to Low, Middle and High Risk Tolerances.... [R]egulators and TDF providers do not even attempt to warn and quantify sequence of return risk and the Risk Zone for the many unsophisticated defaulted investors who want a 'dignified retirement' " [A live presentation is scheduled for Tuesday, June 15.]

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