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, John Lohr, Mark Mensack, BookBaby
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Ron Surz, John Lohr, Mark Mensack ISBN: 9781483576015
Publisher: BookBaby Publication: July 11, 2016
Imprint: BookBaby Language: English
Author: Ron Surz, John Lohr, Mark Mensack
ISBN: 9781483576015
Publisher: BookBaby
Publication: July 11, 2016
Imprint: BookBaby
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.

More books from BookBaby

Cover of the book The Great Songwriters - Beginnings Vol 2 by Ron Surz, John Lohr, Mark Mensack
Cover of the book The Invention Man by Ron Surz, John Lohr, Mark Mensack
Cover of the book Forty Martyrs by Ron Surz, John Lohr, Mark Mensack
Cover of the book Frog Drinks Juice by Ron Surz, John Lohr, Mark Mensack
Cover of the book Heaven on Cloud Seven by Ron Surz, John Lohr, Mark Mensack
Cover of the book Former Fat Girl Tells All. by Ron Surz, John Lohr, Mark Mensack
Cover of the book World Cup Soccer in the Middle East by Ron Surz, John Lohr, Mark Mensack
Cover of the book The Pianist's Body at Work: Mediating Sound and Meaning in Frederic Rzewski's 'Winnsboro Cotton Mill Blues' by Ron Surz, John Lohr, Mark Mensack
Cover of the book Cracking Your Creativity Code Companion Handbook by Ron Surz, John Lohr, Mark Mensack
Cover of the book Stress Management by Ron Surz, John Lohr, Mark Mensack
Cover of the book Business Backwards by Ron Surz, John Lohr, Mark Mensack
Cover of the book Connections of God's Word in Prophecy by Ron Surz, John Lohr, Mark Mensack
Cover of the book Capitol Punishment by Ron Surz, John Lohr, Mark Mensack
Cover of the book Peckerheads by Ron Surz, John Lohr, Mark Mensack
Cover of the book A Thousand Bridges by Ron Surz, John Lohr, Mark Mensack
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy