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Nevin & Fred: Targeting Target Date Funds?


A recent flurry of lawsuits has "targeted" holders of the BlackRock LifePath target-date funds and their decision(s) to select, and hold, on their investment menu. 

Ironically, the plan fiduciaries have been charged with "chasing low fees" with a disregard for the funds' performance—which the plaintiffs say was tracked against an inappropriate benchmark.  In this episode, Nevin & Fred look at the issues raised by—and the issues involved in—this new round of ERISA litigation.

Episode Resources

Home Depot Hammers Back Excessive Fee Suit 

ARA Joins Amicus Brief Rebuffing BlackRock TDF Suit  

‘Damned’ (Even) If You Do   

Shah Miller Targets (Yet) Another 401(k) with BlackRock TDF