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Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
Tag: Lifecycle Funds
DC Consultants Adjust Offerings to Address New Trends
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
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The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.
401(k) Advisors Adds Target Fund Performance to Scorecard
401(k) Advisors has enhanced its Scorecard System to measure the performance of asset allocation portfolios, known as lifestyle and lifecycle, or target date, funds.