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Nov 2016

A Primer on Target Date Funds

Over the last decade, the growth in retirement plan assets managed via target date funds (TDFs) has developed into one of the most powerful trends in all of financial services.  A large percentage of these assets are invested through the various defined contribution structures such as 401(k), 4…

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Dec 2015

Five Retirement Trends to Watch for in 2016

​With the holiday season upon us and the New Year fast approaching, it is time to consider what 2016 will bring for retirement plan sponsors. Here are five trends that we predict will popular with plan sponsors in the New Year:

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Feb 2010

403(b)ehind the Numbers: How Does Your 403(b) Plan Stack Up?

Ever wonder how your 403(b) plan compares to other 403(b) plans? Since I am a numbers type of guy, I have been delving into several key 403(b) figures, in an attempt to define some benchmarks for plan sponsors, and to see if any of these clues can lead to best practices. And don't worry, no heavy ma…

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