Participants are moved to a managed account as they draw close to retirement
The strategy is a good hedge against equity underperformance
Advisers can overcome plan sponsor—and participant—reservations
How to advise sponsors about switching to managed accounts as the QDIA
How moving beyond equities and bonds can benefit investors
How to help limit the potential risks of brokerage windows
DOL guidance and Millennial interest spur plans to consider ESG.
17 TDF providers leverage exchange-traded funds as underlying investments
The new and improved target-date fund
Not your father's investment strategy
Alternatives can play a helpful role as interest rates rise and equity markets whipsaw
Current best practices in retirement plan investment menu management
Where alternative investments have made inroads in DC plans
Articles that appeared in the Investment-Oriented section of the magazine.
The upside of mutual fund alternatives
The adviser’s evolving role in helping sponsors with TDFs
How retirement income calculators can prompt higher savings
The best places to direct money this year
Advisers can help sponsors who are drawn to the funds’ low expense ratios get the full cost picture
Workplace retirement plan investors who use target-date funds (TDFs) feel more secure about reaching their retirement goals and managing their portfolios than those who do not use them.