Magazine Articles

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.

 Helping sponsors decide whether a target-date fund family still works for their plan 

In 2011, 18% of Vanguard retirement plan participants held extreme asset allocations—10% held only equities and 8% held no equities.

Five considerations when reviewing retirement income products

Five complexities advisers should weigh about collective trusts

What advisers might have wrong about ETFs

Five things that confuse employers about QDIAs