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Evaluating Target-Date Lifecycle Funds
Published in Investments & Wealth Monitor, November/December 2008
Winner of IMCA's 2009 Stephen L. Kessler Writing Award Honorable Distinction

Target-date lifecycle funds are becoming very important to defined contribution benefit plans. The Department of Labor’s rules for qualified default investment options (QDIAs) advance three investment options: target-date funds, balanced funds, and managed accounts. “Managed accounts” in this context means that a service provider creates diversified portfolios of the plan’s mutual funds (and/or other offerings) on behalf of the participants. Read the article.