Evaluating Target-Date Funds
Fred Reish and Joan Neri co-authored an article for PLANADVISER magazine discussing the evaluation of target date funds as 401(k) plan investment options. Specifically, the article discusses the target date fund characteristics and plan demographics that advisers should consider in evaluating target date funds based upon the DOL’s guidance for ERISA fiduciaries.
Read the entire article. (Subscription required)
The material contained in this communication is informational, general in nature and does not constitute legal advice. The material contained in this communication should not be relied upon or used without consulting a lawyer to consider your specific circumstances. This communication was published on the date specified and may not include any changes in the topics, laws, rules or regulations covered. Receipt of this communication does not establish an attorney-client relationship. In some jurisdictions, this communication may be considered attorney advertising.
Meet the Authors
