ProductsSeptember 22, 2016

White Paper Offers Fiduciary Guidance on TDFs

When it comes to TDFs, one size no longer fits all, and plan sponsors can no longer “set it and forget it,” especially in light of the DOL’s compliance standards, says Beaumont Capital Management.  

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.