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The paper explains in a clear and comprehensive way the balance-of-risks approach that underpins the creation of our own target-date series.
Health Savings Accounts (HSAs) boast what other investment accounts cannot: triple tax benefits for eligible medical expenses. They also offer another way to save for retirement. However, investors may need to overcome some misconceptions to make the most of this largely untapped benefit.
May 24, 2018
The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.
December 28, 2018
Hear from Rich Weiss, CIO-Multi-Asset Strategies, to gain an understanding of how the long-term bull market has skewed analysis of target-date options.
Hear from Rich Weiss, CIO-Multi-Asset Strategies, as he shares his insight on our forward-looking framework for fund analysis.
Target-date funds are the most common qualified default investment alternative used in retirement plans today. Changing market conditions make selecting and monitoring these investments challenging.
November 15, 2018
A survey of retirement savers says employees count on their employers to get prepared for retirement. Review key 2018 findings.
August 21, 2018
Our survey of DC advisors revealed a mismatch between tools and goals in the qualified default investment alternative selection process.
August 06, 2018
Retirement account balances on average in the U.S. ended 2017 at record highs. A stock market reversal could mean years of lost retirement income with little time to recover for investors already in or near retirement. This makes it a good time to reassess portfolio risk.
In our fifth national survey of plan participants, we again heard common themes about participants’ perceptions on saving for retirement. As in years past, the results revealed that employers and plan administrators can have a profound influence on an employee’s ability to save for a secure future.
December 05, 2017
Properly selecting a QDIA is the cornerstone for complying with the DOL rules. Consider these 5-steps when selecting a QDIA investment.
July 17, 2017
See how the Qualified Default Investment Alternative (QDIA) has evolved over time as a protection against fiduciary risk.
June 28, 2017