Data and Research | April 22nd, 2024 Advanced Recordkeeping Technology Allows for More Personalization in TDFs By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.
Data and Research | March 6th, 2024 Gen Z Employees Show Affinity for Increased Personalization in TDFs Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs...