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Library » The Benefits of Incorporating a Full Range of Lifestyle Options on an Investment Menu

January 02, 2014 | Retirement Plans

Introduction A well-structured and well-communicated investment menu can help Plan Sponsors manage their fiduciary liability and is key to minimizing a wide range of common problems associated with participant-directed plans. To that end, lifestyle or risk-based options have been promoted as a …

Library » Market Trends: Businesses Returning Capital to Shareholders

June 06, 2013 | Investment Themes

Following periods of significant equity market weakness, one of the biggest issues facing stocks is a lack of investor confidence. In an attempt to overcome this obstacle, many businesses have taken a variety of shareholder-friendly actions with the explicit aim of improving the market’s attitude …

Library » Understanding the Glide Path: More Than Just a Mathematical Formula

August 09, 2012 | Retirement Plans

The increased scrutiny target date funds have received following the global stock market downturn of 2008 and early 2009 highlights the importance of understanding their structures and mechanics, with particular attention paid to the glide path. However, it is also important to acknowledge that …


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