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The 2015 Retirement Plan Adviser Survey examines advisers’ favored fund families and specific mutual funds for their retirement plan sponsor clients, as well as their evaluations of recordkeepers.

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inside the magazine November/December 2015

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InvestingFebruary 04, 2016

Beware of ‘Partial’ TDF Users

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

InvestingFebruary 02, 2016

TDFs Continue to Breed Investor Confidence

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.

ComplianceJanuary 29, 2016

OMB Confirms Receipt of Fiduciary Rule Language

After years of speculation and an intense, ongoing retirement plan industry debate, the Department of Labor has advanced its conflict of interest regulations to the Office of Management and Budget for final review. 

ProductsJanuary 28, 2016

Investment Product and Service Launches

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.