To evaluate is human; to document the process, divine.

Combining active and passive in blended target date funds may enhance potential returns and diversification while keeping overall portfolio expenses low.

Decoding the decumulation phase requires a range of products and solutions to support participants who are approaching, entering, and in retirement.

Improving participant outcomes means going beyond the retirement plan.

Our discovery tool can help DC specialists align their services with plan sponsors’ needs.

Stable value funds and money market funds are often compared in terms of their returns … but only one has had consistent performance over the long term.

​​The​ SECURE 2.0 Act of 2022 includes nearly 100 provisions (some required, some optional) related to retirement plans and IRAs that expand participant coverage, help participants preserve income and simplify plan rules and administrative procedures.

American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.

Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.

Passive investing has become popular with defined contribution plans due to its low costs and ease of use. In addition, many DC plan sponsors tend to view offering passive funds as a means of preventing participant lawsuits. But fiduciary responsibility doesn't automatically equate to offering only the least expensive or most hands-off investment options.