Magazine Articles

Despite the longevity of stable value funds, misperceptions remain

Collective trusts gaining sponsor acceptance, but ETFs have limited appeal

Considerations for advisers evaluating in-plan guaranteed income products

Four things to consider when helping sponsors pick asset-allocation funds

Target-date funds call for 20/20 vision

Despite interest by clients, ETFs are not a slam dunk in retirement plans 

Advisers have conflicting views on lifecycle funds

The nuts and bolts of investment policy statements

Picking the best solutions—even the best automatic solutions—still requires expertise

22c-2 reverberates with retirement plan advisers  

Why employers still shy away from retirement-income products, and what advisers can do about it

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.

Choosing among target-date funds, balanced funds, and managed accounts

Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways

How to draft and monitor an investment policy statement

Target-dates useful but flawed, witnesses tell SEC and DoL

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

With no industry consensus on how to benchmark target-date funds, what can advisers do?

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

Lifestyle funds and allocation models remain popular with advisers