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Recommendations to the 2024 ERISA Advisory Council on QDIAs, Specifically Target Date Funds (PDF)
Ron Surz, Target Date Solutions 
[Opinion] Sept. 16, 2024 10 pages. "TDFs are not providing the level of protection near retirement that ... participants want and need. The Department should address this departure of common TDF practice away from the best interests of participants.... [T]he risk in most TDFs [is] excessive near their target date. It has benefited performance for the past 16 years because this has been the longest bull market on record." MORE >> |
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