Season 4 Episode 2 “Glidepaths and ‘Guide’ Paths”

Season 4 Episode 2 “Glidepaths and ‘Guide’ Paths”

Another of the BlackRock TDF suits comes to a conclusion, the WSJ takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths.

To date only one of the dozen or so suits filed against plans that had BlackRock’s LifePath TDFS have gotten past the motion to dismiss—suits that charged plan fiduciaries with “chasing low fees” and being inattentive to poor performance. 

In this episode, Nevin & Fred discuss those outcomes, the issue of TDF glidepaths generally, and the possibilities—and complexities—with a managed account solution and what they should include to be more than “just an expensive target-date fund.”

Episode Resources

CUNA KOs BlackRock TDF Suit

Plaintiffs Get Past Motion to Dismiss in BlackRock TDF Suit | National Association of Plan Advisors (napa-net.org)

Litigation Landscape: Targeting TDFs, ‘Meaningful’ Markers and Pre-Litigation Letter Campaigns | National Association of Plan Advisors (napa-net.org)

(Another) Judge Dismisses (Another) 401(k) Suit Involving BlackRock TDF Funds | National Association of Plan Advisors (napa-net.org)

There’s a New Option in Your 401(k). Read This Before You Try It. (msn.com)

Nevin & Fred: Managed Account-Ability | National Association of Plan Advisors (napa-net.org)

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