DC Investment Options

Target Date Funds

Illustrates how true diversification manages risks and benefits at each stage of savers’ lives.


Stand out by being different — three ways our target date funds are beyond basic.


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


Our target date strategy assessment for 2019 focuses on the investability, desirability and suitability of STRIPS.


Assess fixed income in target date strategies.


Gain leading sponsors’ insights on how to uncover target date fund value through key enhancements.


Explore the potential diversification benefits of long government bonds within a target date glidepath.


When it comes to index-based target date strategies, there seems to be some confusion.



Retirement Income

We posit a solution to longevity issues, sponsored and co-authored by the Regents of the University of California.



Index Investing

Look beyond fees when evaluating index investing managers; consider size and scale, vehicle selection and securities lending.


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


Flexible pricing, tax advantages, fee efficiencies. CITs can offer meaningful advantages over mutual funds.


Gain an easy-to-use framework to guide comparison across the range of securities lending programs in the market today.