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 >

Resources

Addressing Longevity Risk

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.

Everything Has a Purpose

Illustrating how true diversification manages risks & benefits at each stage of savers’ lives.

Taking Target Date Fund Strategies Further

Gaining leading sponsors’ insights on how to uncover Target Date Fund value through key enhancements.

Seeing Index-Based TDFs Differently

Standing out by being different; 3 ways our target date funds are beyond basic.

Beyond the Benchmark

Assessing fixed income in target retirement strategies.

Ecosystem Analysis

Evaluating whether custom target date funds are right for your participant population.

Reinventing the DC Core Investment Menu

Those closest to retirement are most heavily invested in the core. But are their investments, and menu options, the right ones?

ERISA Collective Investment Trusts (CITs) Can Reduce the Tax Burden When Investing Internationally

Learn how true CITs can reduce a plan’s tax burden, specifically around international investments.