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All books using the keywords: John Lohr, Mark Mensack, Ron Surz

Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About The Beneficiaries John Lohr, Mark Mensack, Ron Surz
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Size: 6" x 9"
Binding: Perfect Bound
ISBN: 9781633180116
"The greatest waste in the world is the difference between what we are and what we could become." - Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability to incorporate the plan’s core funds in a TDF.” There are other opportunities for advisers, but custom TDFs are the most lucrative, providing fees to advisers of 10-50 basis points. But going through the TDF door takes courage & commitment because it comes with fiduciary responsibilit ...