Retirement

Shake, Rattle and Roll: Closing Out a Wild 2018

The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.

An ERISA Attorney’s View on TDF Selection Using Target-Date Blueprint

Top ERISA attorney Brad Campbell offers his thoughts about how Target-Date Blueprint can help you implement and document DOL guidance on TDF selection.

The Decumulation Conundrum: Income in Retirement

Participants don’t know how to plan for and spend retirement income. Here’s how the industry is stepping in to address the problem.

How to Evaluate Target-Date Funds: A Practical Guide

The paper explains in a clear and comprehensive way the balance-of-risks approach that underpins the creation of our own target-date series.

The Risky Business of QDIA Selection

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.

HSAs: Untapped for Retirement

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.

5 Steps to Smart QDIA Selection

Properly selecting a QDIA is the cornerstone for complying with the DOL rules. Consider these 5-steps when selecting a QDIA investment.

The QDIA (R)evolution

See how the Qualified Default Investment Alternative (QDIA) has evolved over time as a protection against fiduciary risk.

The Making of a Glide Path

Understanding the impact of design decisions on retirement outcomes.

Asset TV: In the Hot Seat

Rich Weiss, CIO, Multi-Asset Strategies, addresses a range of topics, including the drivers of return and risk in target-date funds, elements of glide path design and a breakdown of the SECURE Act.

The Road to Success in TDF Selection

Hear from Rich Weiss, CIO-Multi-Asset Strategies, as he shares his insight on our forward-looking framework for fund analysis.