November 02, 2015 Making the Connection: Getting Workers into Target-Date Funds by Jennifer DeLong “If you build it…” will they come? DC plan sponsors can take heart that automatically enrolling participants in QDIAs, like target-date funds, is a move that most workers will welcome. Multi-Asset, Target-Date Solutions Likes 1 SHARE Bookmarks
October 06, 2015 Happily Ever After: Lifetime Income in DC Plans Shouldn’t Be a Fairy Tale by Daniel J. Loewy, Christopher Nikolich One of the big risks in retirement saving and spending is a problem most people would like to have: a long life. But funding an extended “happily ever after” isn’t easy. Multi-Asset, Target-Date Solutions Likes 1 SHARE Bookmarks
September 23, 2015 Gliding Along Better with Bond Diversifiers by Daniel J. Loewy, Christopher Nikolich Will the Fed start raising interest rates in October, December or next year? It should make no difference to building a successful target-date glide path for the next decade and beyond. Fixed Income, Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
August 24, 2015 Get Real! Offsetting Inflation Risks in Your Glide Path by Daniel J. Loewy, Christopher Nikolich We’ve had a remarkable 30-year run of declining interest rates and modest inflation. As a result, few target-date glide paths were constructed with any inflation protection. We think it’s time to act. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
July 29, 2015 Diversify and Conquer: Enhancing Equities in Your Glide Path by Daniel J. Loewy, Christopher Nikolich Equities take a lead role in any target-date glide path because they’re the most reliable engine for investment growth. But even that engine could use some help in the future. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
July 15, 2015 Tempering Turbulence Along the Glide Path by Christopher Nikolich Target-date glide paths essentially operate on autopilot. But with greater volatility always popping up on the radar screen, even the best of glide paths can benefit from some tactical maneuvering. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
June 24, 2015 Gaining Greater Lift in Your Glide Path by Daniel J. Loewy, Christopher Nikolich Target-date funds have always promoted the mantra of diversification (“don’t put all your eggs in one basket”). Now it’s time to preach—and practice—an even wider diversification strategy. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
June 10, 2015 Risky Business: Single-Manager Target-Date Funds by Daniel J. Loewy, Christopher Nikolich Target-date funds are the only big pool of assets overseen by fiduciaries that typically rely on single-manager solutions. Best practices—and our research—suggest a multi-manager approach is better. Multi-Asset, Policy & Regulation, Target-Date Solutions Likes 0 SHARE Bookmarks
May 27, 2015 Time for Target-Date 2.0 by Daniel J. Loewy, Christopher Nikolich Target-date funds have seen tremendous asset growth in recent years, but their investment design hasn’t kept pace with available innovations. We think it’s time that changed. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
August 07, 2013 Department Of Labor Target-date Fund “tips” For Plan Fiduciaries Released on February 28, 2013, the US Department of Labor (DOL) “tips” help guide DC plan sponsors when selecting a target-date fund as an investment option in their plan. Policy & Regulation, Target-Date Solutions Likes 0 SHARE Bookmarks