Tuesday, August 9, 2016

Fiduciary Checklist for Target Date Fund Decisions

As target date funds continue to garner a significant portion of retirement plan assets, it becomes increasingly important for plan fiduciaries to establish a process for comparing and selecting target date strategies.

Strategic Benefit Services has created a Fiduciary Checklist for Target Date Fund Decisions. Download the attached checklist to help plan fiduciaries stay compliant and feel confident they are following the Department of Labor Tips for ERISA Plan Fiduciaries.


If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by calling (855) 882-9177 or e-mail us at sbs@hanys.org.