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Products October 30, 2018
Vanguard Provides Checklist for Evaluating TDFs
The checklist is included in a guide that offers 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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Vanguard Leans Into DC Adviser Outreach
The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan...
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NEPC Looks at ROI of Managed Account Savings Advice
In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
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Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions
PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
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