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SIP Risk-Based and Target Retirement Date Funds
Mar 16, 2009 . Income Plans CalPERS Risk-Based and Target Retirement Date Funds policies. I . PURPOSE. The CalPERS Statement of Investment Policy for .
http://www.calpers.ca.gov/eip-docs/investments/policies/asset-allocation/sip-riskbased-targetdate-funds.pdf

The Investment Policy Statement - Time For The ... - Bidart & Ross, Inc.
the annual review of the Investment Policy Statement (IPS) after it has been approved . have a Target Date Fund as the default investment. Te selection and .
http://bidart-ross.com/wp-content/uploads/2011/02/Investment_Policy_Statement_Updates.pdf


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'through' target-date funds - Pensions & Investments
Sep 12, 2012 . Target-date fund style benchmarks, a “to” index and a “through” index, can . investment implications of this analysis in their investment policy statement. . The derisking policy of a target-date fund manager is certainly one.
http://www.pionline.com/article/20120912/REG/120919970

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INVESTMENT POLICY STATEMENT Creighton University 403(b ...
Nov 1, 2008 . Statement of Objectives . . The purpose of this Investment Policy Statement (IPS ) is to guide the Committee . Target Date Retirement Funds .
http://www.creighton.edu/fileadmin/user/AdminFinance/HumanResources/docs/Benefits/IPS_CU_Draft___comments__2_.pdf

Target-Date Funds: Not a Set-It-And-Forget-It Option - The Finance ...
Nov 30, 2010 . Generally, the direction of assets into the default investment option is an . Where are the investment policy statements for target date funds, .
http://post.nyssa.org/nyssa-news/2010/11/target-date-funds-not-a-set-it-and-forget-it-option.html



Insights | J.P. Morgan
Decoding Target Date Fund Design – Asset Allocation . Does your investment policy statement reflect the QDIA and your selection process? Are there other .
http://www.jpmorgan.com/pages/retirementinsights/june2010


Highlights

  • INVESTMENT POLICY STATEMENT - Pepperdine Community ...
    Purpose. The purpose of this Investment Policy Statement (“IPS”) is to establish a set of non-binding . Models, with the exception of the target date funds. Funds .
    http://community.pepperdine.edu/hr/content/benefits/fulltime/investmentpolicy.pdf

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  • Solutions to the Target-Date-Fund Dilemma - Human Resource ...
    Jan 3, 2011 . Plan sponsors should review their investment options, analyze the "glide . in the fund-review process as outlined in their investment policy statement, . Most target-date funds are comprised entirely of proprietary funds of the .
    http://www.hreonline.com/HRE/story.jsp?storyId=533327937

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Target-Date Retirement Funds: - United States Department of Labor
existing target-date retirement funds is that they invest too conservatively. . AllianceBernstein. 6 policy statements has risen sharply—from 67% in 2003 .
http://www.dol.gov/ebsa/pdf/TDFSupp1.pdf



401khelpcenter.com - Target-Date Funds - The Next Wave of ...
Issue 2 - Violation of Investment Policy Statement. Have you ever taken a hard look at the underlying holdings in target-date funds? I have and recently .
http://www.401khelpcenter.com/401k/bastin_target_date.html


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  • Target Date Funds Devour Nation's 401(k)s! Disney Or Hitchcock ...
    Jun 27, 2012 . I write from D.C. about tax and retirement policy and planning. . Target date funds (TDFs) should have investment policy statements (IPS) .
    http://www.forbes.com/sites/janetnovack/2012/06/27/target-date-funds-devour-nations-401ks-disney-or-hitchcock/

Statement of Investment Policy for Fiduciaries Adopting the Patent ...
Statement of Investment Policy for Fiduciaries. Adopting . Accordingly, the purpose of this statement is to . providers of other target date funds (TDFs) and have .
http://www.targetdatesolutions.com/pdf-source/Investment-Policy-for-SLGP-2col.pdf



INVESTMENT POLICY STATEMENT – For State Of Indiana Public
The purpose of this Investment Policy Statement (IPS) is to reflect the overall . the QDIA options defined by 404(c) (5), the Target Date Investment Funds were .
http://www.in.gov/auditor/files/investment_pol.pdf


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Target Date Funds From a Fiduciary's Viewpoint - Investment ...
the plan's Investment. Policy Statement about the underlying funds of a Target Date Fund is a prudent and reasonable task for plan sponsors. Plan sponsors .
http://www.iflcouncil.org/Documents/IFLC-TargetDateFunds.pdf

Investment Policy Statement - Fi360
May 23, 2011 . This Investment Policy Statement should be reviewed by an attorney . Age- based life-cycle or targeted retirement date funds or accounts ii.
http://www.fi360.com/fa/help/Report_Samples/IPS_401k_Plan.pdf


TIAA-CREF - Plan Sponsor Challenges, Part 1
Create your investment policy statement (IPS). Align your investment menu with . Tier I — one-step options such as target date mutual funds. These appeal to .
http://www1.tiaa-cref.org/plansponsors/land/challenges/index1422211.html


Target Date Solutions | Fudiciary Corner
401(K),Retirement plan,Target date fund,Glide path,Savings .
http://www.targetdatesolutions.com/fiduciary-corner.html

What is a 403(b) - Plan Sponsor Council of America : Serving ...
May 22, 2012 . Twenty-percent fewer sponsors are uncertain over whether they have an investment policy statement. Greater use of target date funds.
http://www.psca.org/403-b-plan-sponsors-making-great-strides


Target-Date Funds and QDIA Evaluations
Investment Policy Statement . Investment Performance and Plan Monitoring . Bridgebay evaluates target date fund suites and the underlying investments to .
http://www.bridgebay.com/RetireSite/Services/TargetDateEvaluation.html


 

Vanguard Target Retirement Funds - Bogleheads
Jan 4, 2012 . Investment Policy Statement · Mutual fund . For academic research on Target Retirement funds, please refer to Target Date Retirement Funds.
http://www.bogleheads.org/wiki/Vanguard_Target_Retirement_Funds

 
 

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Selecting a fund array white paper - Wells Fargo
target date funds and managed account programs, are . Every plan should have an investment policy statement to guide the investment decision-making .
https://www.wellsfargo.com/downloads/pdf/com/retirement-employee-benefits/research/fund-array.pdf



investment policy statement target date funds Program


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State of Montana Investment Policy Statement - MPERA
MPERB will review this Investment Policy Statement annually. II. . Glide Path: The plan will offer target date funds whose asset allocation over time is designed .
http://mpera.mt.gov/docs/BdPolicyAdmin12.pdf