Home » Fiduciary Handbook for Understanding and Selecting Target Date Funds: Its All About the Beneficiaries by Ron Surz
Fiduciary Handbook for Understanding and Selecting Target Date Funds: Its All About the Beneficiaries Ron Surz

Fiduciary Handbook for Understanding and Selecting Target Date Funds: Its All About the Beneficiaries

Ron Surz

Published May 1st 2014
ISBN :
ebook
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 About the Book 

The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, AuthorAt $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically theMoreThe greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, AuthorAt $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.