Selecting and Monitoring Target Date Funds: Issues to Consider | Practical Law

Selecting and Monitoring Target Date Funds: Issues to Consider | Practical Law

A Practice Note providing an overview of the issues to consider when selecting and monitoring target date funds (TDFs). It describes the legal framework surrounding target date funds and the steps that plan fiduciaries should take to select and monitor TDFs.

Selecting and Monitoring Target Date Funds: Issues to Consider

Practical Law Practice Note 1-610-0031 (Approx. 12 pages)

Selecting and Monitoring Target Date Funds: Issues to Consider

by Eric Friedman, Brian Abshire, and Allie Riley, Aon Investments USA, and Daniel Schwallie, Aon Wealth Solutions, with Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Practice Note providing an overview of the issues to consider when selecting and monitoring target date funds (TDFs). It describes the legal framework surrounding target date funds and the steps that plan fiduciaries should take to select and monitor TDFs.