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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.« Consider Who Will Select It When Choosing a Retirement Plan Default Investment