Tag: Lifecycle Funds

Target-Dates Did Well in 2010

Bull-market gains in 2010 helped target-date funds (TDFs) perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.

IMHO: Warning “Labels”

Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.  

ERIC Calls for Balance in TDF Disclosures

The ERISA Industry Committee (ERIC) submitted comments to the Department of Labor’s Employee Benefits Security Administration (EBSA) regarding its proposal on target-date fund disclosures.

ASPPA Comments on Target-Date Fund Disclosures

The American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Independent Retirement Plan Advisors (NAIRPA) suggested a few additions and modifications to target-date fund disclosure...