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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 fund’s 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.

Material in our newsletter may have been extracted in whole or in part from the IRS Employee Plans publication, and the presence of IRS material does not constitute or imply the endorsement, recommendation, or favoring by the IRS of any opinions, products, or services offered by the sponsor of this web page or document.

This page was last reviewed and/or updated on Monday, December 19, 2011 04:17 PM

 
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