Retirement planning
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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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