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Target Date Disclosure Proposed Regulation

The comments will be made available in alternative format to persons with disabilities upon request.

Target Date Disclosure Proposed Rule – Reopening of Comment Period

  1. Ronald Surz
    June 3, 2014
  2. National Association of Plan Advisors
    Brian H. Graff, Ronald J. Triche, et. al.
    June 9, 2014
  3. American Council of Life Insurers
    James H. Szostek
    June 9, 2014
  4. BlackRock
    Barbara Novick
    Chip Castille
    June 10, 2014
  5. Nick Kralj
    June 16, 2014
  6. Capital Research and Management Company
    Michael J. Downer
    James B. Lovelace
    June 16, 2014
  7. Anthony Agbay
    June 10, 2014
  8. Fidelity Investments
    Scott C. Goebel
    June 20, 2014
  9. Portfolio Evaluations, Inc.
    July 1, 2014
  1. Vanguard Group, Inc.
    Chris D. McIsaac
    July 1, 2014
  2. American Federation of Labor and Congress of Industrial Organizations
    Karin S. Feldman
    July 1, 2014
  3. National Association of Plan Advisors
    Brian H. Graff, Ronald J. Triche, et.al.
    July 2, 2014
  4. Great-West Financial
    Charles P. Nelson
    July 2, 2014
  5. Cannon Financial Strategists, Inc.
    Joe B. Stallings, Jr.
    July 2, 2014
  6. The SPARK Institute, Inc.
    Robert G. Wuelfing
    July 2, 2014
  7. State Street Global Advisors
    Fredrik Axsater
    July 3, 2014
  8. Investment Company Institute
    David M. Abbey
    July 2, 2014
  1. Fidelity Investments
    Ralph C. Derbyshire
    July 3, 2014
  2. AARP
    David Certner
    July 3, 2014
  3. Allianz Global Investors
    Glenn Dial
    July 3, 2014
  4. American Benefits Council
    Jan Jacobson
    July 3, 2014
  5. Manning & Napier
    Jeffrey S. Coons
    July 3, 2014
  6. Transamerica Retirement Solutions
    Alison J. Cohen
    July 3, 2014
  7. Portfolio Evaluations, Inc.
    July 8, 2014
  8. T. Rowe Price Associates, Inc.
    Margaret H. Raymond, David Oestreicher
    July 9, 2014
  9. Fiduciary Plan Governance, LLC
    Charles G. Humphrey
    July 10, 2014

Target Date Disclosure Reopening of Comment Period

  1. Target Date Solutions
    Ronald Surz
    May 29, 2012
  2. C. Greg Harmon
    June 29, 2012
  3. Great-West Retirement Services
    Charles P. Nelson
    July 9, 2012
  4. Fidelity Investments
    Ralph C. Derbyshire
    July 9, 2012
  1. The Financial Services Roundtable
    Richard M. Whiting
    July 9, 2012
  2. Investment Company Institute
    David M. Abbey
    July 9, 2012
  3. Manning & Napier Advisors, LLC
    Jeffrey S. Coons
    July 9, 2012
  1. AARP
    David Certner
    July 9, 2012
  2. State Street Global Advisors
    Kristi Mitchem
    July 9, 2012
  3. Vanguard
    Chris D. McIsaac
    July 9, 2012

Target Date Disclosure - Public Comments

  1. Ron Surz
    November 29, 2010
  2. Cathy Bourassa
    January 11, 2011
  3. Anthony Agbay
    January 10, 2011
  4. US Chamber of Commerce
    Randel K. Johnson
    Aliya Wong
    January 12, 2011
  5. AARP
    David Certner
    January 13, 2011
  6. American Benefits Council
    Jan M. Jacobson
    January 13, 2011
  7. Towers Watson
    Alexander T. Dike
    Sue Walton
    January 13, 2011
  8. Committee of Annuity Insurers
    Jason K. Bortz
    Joseph F. McKeever, III
    January 14, 2011
  9. Mutual Fund Directors Forum
    David S. Schwartz
    January 14, 2011
  10. American Society of Pension Professionals & Actuaries/National Association of Independent Retirement Plan Advisors
    Brian H. Graff
    Craig P. Hoffman
    Ilene H. Ferenczy, et. al.
    January 14, 2011
  11. The SPARK Institute, Inc.
    Larry H. Goldbrum
    January 14, 2011
  1. AFS Financial Group
    Alexander G. Assaley, III
    January 14, 2011
  2. The ERISA Industry Committee
    Mark J. Ugoretz
    January 14, 2011
  3. Investment Company Institute
    Mary S. Podesta
    January 14, 2011
  4. Pension Rights Center
    Jane T. Smith
    Norman P. Stein
    January 14, 2011
  5. BlackRock
    Chip Castille
    January 14, 2011
  6. State Street Global Advisors
    Kristi Mitchem
    January 14, 2011
  7. Profit Sharing/401k Council of America
    Edward Ferigno
    January 14, 2011
  8. Certified Financial Planner Board of Standards, Inc.
    Kevin R. Keller
    January 14, 2011
  9. Wells Fargo & Company
    Laurie B. Nordquist
    January 14, 2011
  10. Financial Engines
    Anne S. Tuttle
    January 14, 2011
  11. Hewitt EnnisKnupp
    January 14, 2011
  12. American Council of Life Insurers
    Walter Welsh
    James Szostek
    Shannon Salinas
    January 14, 2011
  1. Vanguard
    R. Gregory Barton
    January 14, 2011
  2. Defined Contribution Institutional Investment Association/Securities Industry and Financial Markets Association
    Lew Minsky
    Lisa Bleier
    January 14, 2011
  3. Fidelity Investments
    Ralph C. Derbyshire
    January 14, 2011
  4. US House of Representatives/Committee on Education and the Workforce
    Representative George Miller
    Representative Robert E. Andrews
    January 14, 2011
  5. Charles Schwab & Co., Inc.
    R. Eric Starr
    January 14, 2011
  6. Financial Services Roundtable
    Richard M. Whiting
    January 14, 2011
  7. Target Date Analytics LLC
    Joe Nagengast
    January 14, 2011
  8. Manning & Napier Advisors, Inc.
    Richard B. Yates
    January 18, 2011
  9. Fiduciary Compliance Center
    Jessica R. Flores
    January 21, 2011
  10. FOLIOfn Investments, Inc.
    Michael J. Hogan
    January 28, 2011

Requesting Copies of Comments

Copies of public comments are also Available in EBSA Public Disclosure from EBSA's Public Disclosure Room.  Send requests for copies of documents to:

U.S. Department of Labor
Employee Benefits Security Administration
Public Disclosure Room
200 Constitution Avenue, NW, Suite N-1513
Washington, DC 20210
Tel 202.693.8673

Learn more about how to request documents from the Department of Labor in the EBSA publication How to Obtain Employee Benefit Documents from the Department of Labor.