TheBookPatch text logo
Login  | Sign Up
Shopping cart imageShopping Cart (0) Items

Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About The Beneficiaries

Fiduciary Handbook for Understanding and Selecting Target Date Funds: It
Fiduciary Handbook for Understanding and Selecting Target Date Funds: It Fiduciary Handbook for Understanding and Selecting Target Date Funds: It Fiduciary Handbook for Understanding and Selecting Target Date Funds: It
Click images to enlarge
by: John Lohr, Mark Mensack, Ron Surz
Books with a 0 star rating  (0)
Publication Date: May 1, 2014
Book Size: 6" x 9"
Pages: 86
Binding: Perfect Bound
ISBN: 9781633180116
$29.50

Usually prints within 2 - 3 business days
Book Synopsis
"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.
Customer Comments
Be the first to write a comment and rate this book