The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

We are living in an age where convenience, digital technology, and no-fuss, auto-pilot protocols often are preferred over ...

Today’s market outlook seems more challenging for investors - including defined contribution plan participants. For investors seeking new avenues to enhance return and diversification potential, ...

Target date funds are essentially a blend of stocks and bonds. They start with a more aggressive investment strategy and gradually shift towards a more conservative approach as the investor nears the ...

Bonds have kept pace with stocks throughout U.S. market history A 'glide path' retirement strategy more often than not falls short of a simple, constant 60% stock/40% bond portfolio allocation. Your ...