| Sponsored message from Oppenheimer Funds |
| Looking Under the Hood Evaluating Target Date Funds |
| Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants.
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| Couples More in Agreement About Daily Spending Than Retirement Saving |
| Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.
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| Role of Immediate Annuities for Retirees Varies |
| Demand for immediate annuities is highest at the top and bottom of the income spectrum, while remaining fairly anemic in the middle-income groups. EBRI researchers posit a few potential explanations for the phenomenon.
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| Millennials Overconfident in Their Financial Knowledge |
| “Millennials are known for having unrelenting belief in their own abilities,” says Ted Beck, president and chief executive officer of NEFE. “This generation is diverse and highly educated. However, their overconfidence puts them in an extremely fragile position, and, sadly, they don’t realize it.”
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| Investors Need to Save Much More to Reach Retirement Goals |
| With expected lower returns and increasing longevity, research suggests adviser need to adjust their assumptions or planning software to present participants with more realistic goals.
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