Retirement planning
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Glide path construction: minimizing longevity risk in retirement
We discuss the the elements that shape our approach to glide path design, from wealth accumulation to income replacement.
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Building a better 401(k) plan investment lineup
See our six considerations to reduce plan sponsor fiduciary risk, raise participant retirement readiness, and build a better 401(k) plan investment lineup.
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What’s driving fiduciaries to multimanager target-date funds?
Based on a recent survey of nearly 500 retirement plan fiduciaries, the majority now prefers open-architecture, or multimanager, target-date funds. Find out why.
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The new tax law and your financial plan
Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles, which means now may be a good time to review your financial plan.
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How is Social Security changing in 2018?
From cost-of-living adjustments to higher income thresholds, Social Security is changing next year. See how it affects you.
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Is now the time for baby boomers to put retirement assets at risk?
How will this bull market cycle end—and when? No one knows. See why baby boomer 401(k) participants should consider a preservation-oriented target-date fund glide path today.
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Why risk management grows more crucial as investors retire
As a portfolio transitions from the accumulation to the distribution phase, the magnitude and timing of market volatility matter much more. See why risk management becomes essential in retirement.
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If open architecture is important, target-date funds should be open
DC plan-level best practices call for open architecture investment menus, but that line of thinking rarely extends to target-date portfolio construction. See the forward-thinking fiduciary’s response.
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What older investors can learn from millennials
It has become a common refrain that younger investors are unduly averse to investing in stocks. Data on 401(k) participants not only dispels this notion, but shows that millennials are far more likely than older investors to hold an age-appropriate amount of equities.
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