Investing | July 29th, 2024 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...
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.
Investing | November 13th, 2023 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...