Latest News

Lifecyle funds

August 29, 2017

A Decade After PPA and the QDIA Debate Continues

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path. 

August 07, 2017

Default Thinking

How to advise sponsors about switching to managed accounts as the QDIA

August 07, 2017

A Milestone for TDFs

Target-date funds are on the verge of reaching $1 trillion in assets

July 25, 2017

The New Era of DC Plan Menu Design

A trio of experts from Manning and Napier examine the “new era of DC plan menu design,” arguing encouraging developments are on the horizon.

July 12, 2017

CITs and Custom TDFs Shine in Mega Market

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

June 12, 2017

2017 PLANADVISER DCIO Survey

Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers.