Target-Date Solutions

Stick to the Plan! Benefits of Remaining in DC Plans During Retirement
Lifetime Income: Weighing Costs vs. Benefits

Lifetime Income: Weighing Costs vs. Benefits

by Jennifer DeLong, Andrew Stumacher
With the likely passage of the SECURE Act within the new government appropriations bill, annuities will gain safe harbor protections. This—and presumed cost concerns—has been a sticking point making some plan sponsors hesitate to offer a lifetime income solution in their defined contribution plans. There are important and valuable benefits that only annuities can provide. So they deserve another look.

Target-Date Solutions


Likes 0
SHARE
Bookmarks
Five Lessons Packaged Target-Date Solutions Can Learn from Customization

Five Lessons Packaged Target-Date Solutions Can Learn from Customization

by Jennifer DeLong, Andrew Stumacher
As defined contribution (DC) plan sponsors know, the US Department of Labor recommends considering both packaged and custom target-date strategies when choosing a solution. As we see it, packaged solutions can learn a few things from fully customized target-date solutions, which are generally used by large and megasize plan sponsors.

Asset Allocation, Multi-Asset, Target-Date Solutions


Likes 0
SHARE
Bookmarks
Finding a Flexible, Plan Sponsor-Friendly Secure Income Solution
US DC Plan Participants Want Certainty and Control
Selecting Insurers for Lifetime Income: Help Is on the Way
Washington Helps Retirement Plan Quest for Secure Income

Washington Helps Retirement Plan Quest for Secure Income

by Jennifer DeLong, Andrew Stumacher
Washington legislators have crafted some substantive support for defined contribution (DC) plans to offer secure income solutions for participants. The Secure Act, currently under Senate review, may be a key component in clearing away some hurdles that have previously made DC plan sponsors hesitant to incorporate lifetime income solutions.

Target-Date Solutions


Likes 0
SHARE
Bookmarks
Does Your Target-Date Glide Path Suit Your Workforce?
Custom or Packaged? The Target-Date Choice Revisited
DC Plan Participants Voice Their Interest in Responsible Investing
Living the Retirement Dream?
Is All-Passive Really the Best Thing for Target-Date Funds?
Do Your Target-Date Funds Measure Up to Rising Rates?
Back to a top