ComplianceJuly 05, 2016

Excessive Fee Suit Calls Out Custom TDFs

The lawsuit asserts that fiduciaries to the Fujitsu Group Defined Contribution and 401(k) Plan hired an investment adviser with no public track record of managing or designing TDFs to create a set of custom TDFs, among other charges.

InvestingJune 08, 2016

Participant Demographics Key to TDF Selection

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate glide path for their plan’s demographics is to determine the participant population’s “risk capacity."