Products | April 19th, 2023 State Street Partners with Annexus For Retirement Income TDF The firms partnered on a retirement investment that includes a guaranteed income annuity.
Participants | August 25th, 2022 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...
Investing | February 2nd, 2021 Understanding TDF Glide Paths Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.
Investing | June 22nd, 2020 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.
Data and Research | January 14th, 2019 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...
Investing | June 15th, 2018 PSNC 2018: Selecting the Optimal QDIA How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
Opinions | December 22nd, 2017 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...