What Should Plan Sponsors Consider When Selecting a Dynamic QDIA?
Understanding the average age of participants and how employees are allocated in their investments are some factors plan sponsors should...
Tag: TDF glide paths
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.
Behind JPMorgan’s Underweight Equity Strategy in Target-Date Funds
As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...
Products |
State Street Partners with Annexus For Retirement Income TDF
The firms partnered on a retirement investment that includes a guaranteed income annuity.
Target-Date Glide Paths Are Not Personalized Across Industries
Plan sponsors across industry sectors and with widely different wages for workers are using essentially the same target-date fund glide...
Understanding TDF Glide Paths
Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.
Do Standard Glide Path Illustrations Obscure Key Information?
The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.
Sponsors and Providers Use Too Much DC Plan Jargon
For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant...
PSNC 2018: Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
Opinions |
Target-Date Funds Could Be Costing Your Plan More Than You Know
Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence...