Questions a Fiduciary Must Be Able to Answer About Their Target Date Funds

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In February of 2013 the U.S. Department of Labor (DOL) issued a Fact Sheet titled Target Date Retirement Funds – Tips for ERISA Plan Fiduciaries. The Fact Sheet’s purpose was clearly stated: “…to assist plan fiduciaries in selecting and monitoring TDFs and other investment options in 401(k) and similar… plans”. The newly enacted 2016 DOL…Click to read more at

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