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Fiduciary Handbook for Understanding and Selecting Target Date Funds (PDF)

John Lohr, Mark Mensack and Ron Surz for Target Date Solutions

Apr. 7, 2014

51 pages. Excerpt: "Target date funds are a good idea that could become a great idea. It wouldn't take much more to do what is best for beneficiaries. This handbook is normative. It explains what should be provided by target date funds. Each Chapter has 3 sections : Statement of facts ... Legal guidance... Ethical Perspective."

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