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When is it OK (and not OK) to mix TDFs with other funds?

    When is it OK (and not OK) to mix TDFs with other funds?

Investing through mutual funds, including TDFs, is like using mass transportation. It’s not ideal but for many it’s the only realistic choice.

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401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular

    401k Plan Sponsors Need to Know the Good, the Bad, and Why TDFs are So Popular

With the pain of the Target Date Fund 2008/09 market crash debacle still lingering in the mind, to best assess the potential fiduciary liability inherent in TDFs – no matter what safes harbors were promised by the PPA – it’s critical that 401k plan sponsors understand what’s good about them, what’s bad about them, and just why they’re so popular.

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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

    401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”

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