There are many paths to retirement. Today, the path many plan sponsors choose for their participants travels through a target date fund.
Participants want to know one thing: will their DC plan help them retire on time? That simple question can help us look beyond investment risk to understand the full range risks that need to be managed to help participants reach their goal.
The so-called "to versus through" debate is really about who participant assets should be invested once they start earning a paycheck. With that in mind, we believe there is a powerful, common sense case for the "to fund" glidepath.
Top advisors share four tips on providing value as a Target Date Fund specialist.
Marcia Wagner of the Wagner Law Group walks through her steps for Target Date Fund selection.
The future is already here. Unfortunately, the past hasn't left yet. Here's a framework for gaining clarity and taking action.
Discover how Incorporating Risk Parity into Target Date Funds can offer a flexible approach for managing risk
Adding Asset Classes Doesn't Always Improve A Target Date Fund
Jeff Gratton, Bob Cross and Jim O'Shaughnessy talk about offering 3(21) and 3(38) fiduciary capabilities to clients and the impact it has on their businesses.