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Plan Insight

JULY 2010 Newsletter

DoL News - Target Date Funds

On May 6, DOL/EBSA and the U.S. Securities and Exchange Commission issued guidance to assist investors and plan participants to better understand the operations and risks of target date fund investments.

Target date funds, also known as life cycle funds, are designed to provide a convenient way to invest for retirement by automatically reallocating funds from higher to lower risk investments over time as the fundís target date approaches. There can be significant differences in how target date funds invest and how they reallocate assets between equity and fixed income investments up to and through the target date of the fund. This guidance helps in assessing the benefits and risks associated with target date funds and the appropriateness of including such investments as part of a retirement portfolio.

 

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

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This page was last reviewed and/or updated on Friday, July 03, 2015 05:21 PM

 

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