Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at George...
Tag: Lifecycle Funds
They want safety from market volatility, and they don’t think Social Security will be there for them.
A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.
A new fund series from Vanguard features an estimated expense ratio of 10 basis points and will be offered to institutional investors meeting a $100 million initial investment requirement.
It can be hard to separate noise from actionable insight when discussing investing trends, but two industry experts say now is clearly the time to get ahead on fee issues.
There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.
John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to 31% in fee savings for shareholders.
Plan sponsors thinking about putting target-date funds (TDFs) in their investment lineup must determine an implementation process that will support the plan’s goals, Towers Watson says in a white paper.
Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”
John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.
A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.
Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.
Russell Investments introduced Adaptive Retirement Accounts.
Stadion Money Management is offering ERISA 3(38) discretionary investment management for its target-date funds (TDFs).
Working with plans that offer target-date funds (TDFs) presents opportunities for advisers.
Evaluating whether a target-date fund family is still the best solution
Target-date fund due diligence requires extra attention from plan sponsors and advisers
The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).
According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a gap that has been magnified during volatile markets.
MassMutual's Retirement Services Division has enhanced its investment offerings in its target date (lifecycle) and lifestyle (risk aware) categories to “better serve retirement plan market needs”.