2014 SEC Comment Letter on TDF Fund Names and Marketing

Commentary on the 2014 TDF Fund Names and Marketing proposal that reflects the extensive experience of both firms in analyzing target date funds, the professionals who create, manage and use them and most importantly, the investors who rely on target date funds to produce retirement income.

  • by Louis S. Harvey, President & CEO and Joseph Nagengast, Managing Partner, Target Date Analytics LLC.
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  • 6/5/2014
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Comment Letter 0n 2010 Advice Proposal

Commentary on the 2010 Investment Advice proposal expressing concerns, requesting clarification and highlighting unaddressed questions.

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A letter to the SEC outlining Dalbar's position of the auditing provisions of the Pension Protection Act of 2006.