Marla Kreindler

Marla Kreindler

Morgan Lewis

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Target Date Funds: Facing Increasing Congressional, Regulatory, and Legal Scrutiny

In recent years, target retirement date funds (TDFs) have become a very popular investment option on participant-directed defined contribution plan investment lineups. But, as discussed in this LawFlash, as TDFs have grown in...more

7/19/2021  /  Benefit Plan Sponsors , Department of Labor (DOL) , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Investment Management , Retirement Plan , Securities and Exchange Commission (SEC) , Target Date Funds

IRS and DOL Issue Guidance on Including Deferred Annuities in Target Date Funds

Guidance addresses nondiscrimination, qualified default investment alternative, and annuity safe harbor rules. On October 24, the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) each issued...more

11/19/2014  /  Defined Contribution Plans , Department of Labor (DOL) , Internal Revenue Code (IRC) , IRS , New Guidance , Target Date Funds , Variable Deferred Annuities
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