2010 Target Date Funds: Bad Concept, Poor Performance
This is a quantitative analysis of all existing target date mutual funds as well as all 658 underlying investments where the investment is in other mutual funds
2010 Annual Forecast – TMark Associates, Ltd.
2009 Annual Forecast – TMark Associates, Ltd.
2008 Annual Forecast – TMark Associates, Ltd.
2007 Target Date Funds in 401(k) Plans – A Fiduciary's Guide to Fund Selection And Alternative Investment Options (A White Paper)
This is a comprehensive review of the all target mutual funds. It contains charts and graphs that reflect the nature of these funds and compares their performance with that of other alternatives – a fundamental obligation of all fiduciaries.
2007 Annual Forecast – TMark Associates, Ltd.
What's Wrong With the 401(k) Industry?
Pension & Investments, November 27, 2006
2006 Annual Forecast – TMark Associates, Ltd.
2005 Annual Forecast – TMark Associates, Ltd.
2004 Annual Forecast – TMark Associates, Ltd.
2003 Annual Forecast – TMark Associates, Ltd.
Success Despite Consolidation: Maintaining Profitability in Employee Benefit Services
ABA Trust & Investments, September/December 2002, Pg, 18
2002 Annual Forecast – TMark Associates, Ltd.
401(k) Administration – Opportunity or Quagmire
ABA Trust & Investments, September/October, 2000, Pg. 14
Conflicts of Sponsors
Pension & Investments, September 4, 2000
Challenging the Assumptions
Defined Contribution News, February 15, 1999
Mutual Funds Could Be Up Creek Without Paddle
Investment News, March 9, 1998, Pg. 8
Three Forces That Will Change Every 401(k)
Pension & Investments, February 23, 1998