Target Date Funds (TDFs) offer exciting new opportunities for financial advisors, retirement plan sponsors and plan participants. TDFs, already a $1 trillion force in the market, will represent nearly half of the roughly $8 trillion in defined contribution assets by 2020, according to Casey Quirk and Associates.
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Taking on TDFs requires commitment and knowledge, because it comes with fiduciary responsibility. The new Target Date Fund Handbook
is designed to help pension consultants and plan sponsors. A must-read for fiduciaries, this e-book covers all types of TDFs: custom, mutual funds, collective trusts, etc. (Note to Firefox users: The default PDF reader does not recognize our navigation buttons “previous” and “next” – please open the book in Adobe Reader or save to your computer.)
The Target Date Fund Handbook is a concise, easy-to-read e-book written by three industry authorities – attorney John Lohr, pension consultant Ronald Surz, and ethicist Mark Mensack. The e-book provides legal guidance, the facts about TDFs, and ethical guidance.
There’s a lot of confusion surrounding TDF fiduciary responsibilities that the Handbook puts to rest. Chapters include History, Duty of Care, Demographics, To and Through, Selection Criteria, Current Practices, Benchmarks, Statement of Investment Policy, and The Future.
A hardcopy version of the book will be available on Amazon.com soon, and you can e-mail me at
to receive notification of the date it becomes available.