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The Fiduciary Considerations of Selecting the Right Target-Date Fund for Your Plan 

 

White Paper 

4/1/2014 

As target-date fund offerings continue to expand, and as their popularity with plans and participants grows, it is essential that the plan fiduciary understands these differences and considers them as part of a prudent selection process.
  The Fiduciary Considerations of Selecting the Right Target-Date Fund for Your Plan

This white paper discusses:
  • Some common factors that a plan fiduciary should consider as part of a thorough, prudent and well-documented target-date fund selection process.
  • Guidance about the definition and duties of a fiduciary; you are a fiduciary under ERISA based on your conduct, not your title.
  • The limitations of QDIA status with regard to a fiduciary’s legal duty to prudently select a target-date fund for a 401(k) or similar ERISA-covered retirement plan.
  • The difference between “to” and “through” target-date funds.
  • Educational tools, such as the Target-Date Tool Set, that can help fiduciaries gather information necessary to inform their prudent decision-making process.

Allianz Global Investors Distributors LLC, 1633 Broadway, New York NY, 10019-7585, us.allianzgi.com, 1-800-926-4456.

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