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Four Suggested Focus Areas to Complete a Prudent Fiduciary Review for the...
This paper provides a practical fi duciary approach to analyzing target date funds by suggesting that plan fiduciaries focus on four specific areas: risk, risk-adjusted returns and expenses, underlying...
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Finding the lowest cost share class
Subtitle: Why shopping around is a fiduciary best practice when it comes to retirement plan investments This paper by Kent Peterson, CFA, FSA, AIF®, Director of Investment Services, Securian...
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