The Importance of Active Glidepath Management
We don’t believe in set-it-and-forget-it investment management. Instead, our Defined Contribution Investment Group undertakes a comprehensive annual analysis of our target date fund strategies. Looking into 2019, our evaluation focused on replacing long government bonds with US Treasury STRIPS. Read our decision-making framework, considerations, and conclusion. Read More >
Sponsored and co-authored by The Regents of the University of California, this paper highlights the looming liability of outliving one’s retirement savings and offers a lifetime income solution.
Illustrating how true diversification manages risks & benefits at each stage of savers’ lives.
Gaining leading sponsors’ insights on how to uncover Target Date Fund value through key enhancements.
Standing out by being different; 3 ways our target date funds are beyond basic.
Assessing fixed income in target retirement strategies.
Evaluating whether custom target date funds are right for your participant population.
Those closest to retirement are most heavily invested in the core. But are their investments, and menu options, the right ones?
Learn how true CITs can reduce a plan’s tax burden, specifically around international investments.