◀ The Principal Blog

Posts tagged ‘Target date funds’

Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

Read more

Financial advisors: retirement education for target date funds



This is part 3 of my blog series on the four stages of a target date investment option (TDF) (see the intro;  part 1 – Selection; and part 2 – Implementing). Here, the topic is education about TDFs in a retirement plan. It’s important to note that ‘effective employee…

Read more

Recent