The Past, Present and Future of Fundamental Index Strategies
THOUGHT LEADERSHIP ARCHIVE
The value of flexibility and fee transparency for retirement plan advisers
Longevity risk must be balanced against other risks when managing a target-date portfolio for a diverse group of participants.
Fidelity Investments recently released the 8th edition of Plan Sponsor Attitudes, its survey of 1,106 plan sponsors. Andrew Dierdorf, target date strategies portfolio manager at Fidelity, discusses what the firm learned from this research and how target-date fund strategies can help address advisor and plan sponsor concerns.
Introduction The tide appears to be turning in favor of financial wellness programs in the workplace. While lagging more traditional benefits (e.g., health insurance and 401(k) plans), financial wellness…