Clients May Seek More Custom TDF Solutions

Published Updated 3 Min Read

When the Department of Labor issued its “Tips for Plan Fiduciaries” on TDFs last month, it covered all the basics, including:

  • Establish a process for comparing and selecting TDFs
  • Establish a process for the periodic review of selected TDFs
  • Understand the fund’s investments
  • Review the fund’s fees and expenses
  • Document the selection and review process
Richard Stolz
Principal, Stolz Communications

Richard Stolz is a freelance writer based in Rockville, Md.


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