Fiduciary Handbook for Understanding and Selecting Target Date Funds

It's All About the Beneficiaries

Business & Finance, Business Reference, Business Ethics
Cover of the book Fiduciary Handbook for Understanding and Selecting Target Date Funds by Ron Surz, Mark Mensack, John Lohr, PPCA
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Author: Ron Surz, Mark Mensack, John Lohr ISBN: 9781633180123
Publisher: PPCA Publication: May 1, 2014
Imprint: Language: English
Author: Ron Surz, Mark Mensack, John Lohr
ISBN: 9781633180123
Publisher: PPCA
Publication: May 1, 2014
Imprint:
Language: English
The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability to incorporate the plan’s core funds in a TDF.” There are other opportunities for advisers, but custom TDFs are the most lucrative, providing fees to advisers of 10-50 basis points. But going through the TDF door takes courage & commitment because it comes with fiduciary responsibility. That’s why we wrote the Target Date Fund Handbook to help pension consultants and plan sponsors. The book covers target date funds of all types: custom, mutual funds, collective trusts, etc. It’s a must read for fiduciaries.
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability to incorporate the plan’s core funds in a TDF.” There are other opportunities for advisers, but custom TDFs are the most lucrative, providing fees to advisers of 10-50 basis points. But going through the TDF door takes courage & commitment because it comes with fiduciary responsibility. That’s why we wrote the Target Date Fund Handbook to help pension consultants and plan sponsors. The book covers target date funds of all types: custom, mutual funds, collective trusts, etc. It’s a must read for fiduciaries.

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