Target Date Funds: Three Things to Consider

Target Date Funds: Three Things to Consider

  Download a PDF version of this article… Target Date Funds (TDF) have become increasingly important to the retirement security of 401(k) investors. As with any investment option, plan fiduciaries have a duty to select and monitor their TDF according to a...
A Return to Normal Volatility?

A Return to Normal Volatility?

The equity markets have been extremely volatile over the past two weeks.   The S&P 500 dropped over 200 points (almost 8%) in only a few days before bouncing back; January’s gains evaporated. Other equity indices showed similar results. Are these market movements...
Reconsidering Revenue Sharing

Reconsidering Revenue Sharing

  Download a PDF version of this article… Revenue sharing, the part (or “share”) of an investment manager’s expense that can be used to pay retirement plan costs, remains a common practice among defined contribution (DC) plan sponsors.1  This article looks at the...
Doris

Doris

Doris is a Highland cow who lives on my family’s farm on the edge of the Peak District. As you can see she seems quite happy in the snow. In fact Doris is comfortable whatever the weather. Most of the other breeds of cattle struggle in the winter but Doris can easily...
P-Solve View on U.S. Election

P-Solve View on U.S. Election

The Trump presidential victory did surprise the markets, with the initial reaction overnight being quite negative for many markets. However, the reaction as of this afternoon is muted (at least as far as equities are concerned) as investors try and work out which...