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Products October 30, 2018
Vanguard Offers Guide to Evaluating TDFs
The guide provides a checklist for periodic reviews, key questions to ask and items to consider.
Reported by Rebecca Moore
Evaluation and review are critical to plan sponsor’s due diligence process as a plan fiduciary when selecting and monitoring target-date funds (TDFs), Vanguard says.
The firm has released a guide focused on the practical steps to take during the evaluation process—which may include comparison and selection of TDFs, understanding their underlying investments, reviewing fees, developing communications and documenting the process.
The guide provides a checklist for periodic reviews, key questions to ask when following the Department of Labor (DOL) guidelines and items to consider.You Might Also Like:
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Behind the Decision: Why Avangrid Added BlackRock LifePath Paycheck to Its 401(k)
Connecticut-based energy company Avangrid is among the first plan sponsors to implement BlackRock’s LifePath Paycheck.
CIT Assets Expected to Surpass Mutual Fund Assets in TDFs in 2024, per Morningstar
Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.
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Product & Service Launches
Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to...
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