Tags » Target-Date Funds

Coming Up: The 12th Annual ERISA update event

On November 6th, 2014, the ABC (ASPPA Benefits Council) of the Great Northwest (www.asppa.org/About/ABCs/Great-Northwest) will be hosting its 12th Annual ERISA update event. Program topics include new FINRA and SEC guidance, DOL audits, retirement income, fiduciary education, 408(b)(2) evaluations, and target date funds. 200 more words

4th reason to use investment loss in the oversight process

Diversification can fail during a crisis

Despite reducing volatility in a bull stock trend, the commodity and gold allocations in target-date funds may increase a fund’s loss during the next financial crisis. 64 more words

Investment Oversight