Search for tag:  "target date funds"

Cindy Cattin explains why Exelon redesigned its 401(k) plan

From  Mark Goodrich 3 Years ago

Following Exelon's merger with Constellation Energy, the combined company redesigned its 401(k) plan. New features include custom target-date funds, white label funds and managed accounts.

William Ryan discusses cutting 128 funds from the University of California's DC plans

From  Mark Goodrich 3 Years ago

The University of California's William Ryan talks about how the $15 billion plan cut over 128 funds from its 403(b), 401(a) and 457 plans and expects to cut more funds in the future.

Plan exec William Ryan talks about custom TDFs, white label funds

From  Mark Goodrich 3 Years ago

William Ryan discusses the University of California's use of custom target-date funds and white-label funds in its defined contribution plans.

Plan exec William Ryan talks about custom TDFs, white label funds

From  Mark Goodrich 3 Years ago

William Ryan discusses the University of California's use of custom target-date funds and white-label funds in its defined contribution plans.

Voya's Frank van Etten talks about how the custom target-date process starts

From  Mark Goodrich 3 Years ago

Voya's Frank van Etten talks about how the custom target-date process starts, how to model a custom glidepath and making final implementation decisions

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes

From  Mark Goodrich 3 Years ago

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes, what factors have the greatest impact on creating optimized participant outcomes and why plan sponsors should consider custom target-date funds

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes

From  Mark Goodrich 3 Years ago

Allianz's Glenn Dial talks about the building blocks for creating customized outcomes, what factors have the greatest impact on creating optimized participant outcomes and why plan sponsors should consider custom target-date funds

Jellyvision's Josh Braun talks about the cost of confusion

From  Mark Goodrich 3 Years ago

Jellyvision's Josh Braun talks about the cost of confusion when plan sponsor executives are trying to get a message out to participants, the most important guildelines to follow when sending a message and the simplest way to follow them

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds

From  Mark Goodrich 3 Years ago

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds, what implementation issues they need to consider when launching custom portfolios and re-enrollment

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds

From  Mark Goodrich 3 Years ago

AllianceBernstein's Dick Davies discusses why plan sponsors choose custom target-date funds, what implementation issues they need to consider when launching custom portfolios and re-enrollment

GMO's Jim Sia discusses how impactful dynamic asset allocation can be

From  Mark Goodrich 3 Years ago

GMO's Jim Sia discusses how impactful dynamic asset allocation can be, the best objective for a DC plan and it’s ‘glide path’ or asset allocation structure and the biggest shortcoming of most off-the-shelf target-date funds

Russell Investments' Jeff Eng discusses the customization of target-date funds at the individual level

From  Mark Goodrich 3 Years ago

Russell Investments' Jeff Eng discusses the customization of target-date funds at the individual level, what can be done when using participant-specific data and how this approcah impacts the portfolios of participants

Morgan Lewis's Julie Stapel discusses what plan sponsors are most worried about in implementing a custom target-date strategy

From  Mark Goodrich 3 Years ago

Morgan Lewis's Julie Stapel discusses what plan sponsors are most worried about in implementing a custom target-date strategy and the key thing a plan sponsor who’s interested in custom target-date should start doing

Federal Thrift's Renee Wilder talks about target date funds

From  Mark Goodrich 3 Years ago

Renee Wilder discusses the role of custom lifecycle funds in the Federal Thrift Savings Plan, the nation's largest retirement plan.

Wellington's Joshua Berger and Kristin O'Donnell discuss key considerations in custom target-date fund design

From  Mark Goodrich 3 Years ago

Wellington's Joshua Berger and Kristin O'Donnell discuss key considerations in custom target-date fund design, the role of alternative strategies and how to harmonize the custom target-date fund with the core menu