Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Investors Reap the Gains of Target Date Funds
Morningstar; free registration may be required Apr. 7, 2015 "By the end of 2014, more than 10 target-date series had amassed a decade or more of investor-return history, making for an opportune moment to take a closer look at how investors have fared with the funds. The news is good: Target-date funds' annualized asset-weighted investor return during the last 10 years through December 2014 stood at 6.1%, 1.1 percentage points greater than the category's 5.0% gain. In contrast ... most broad investment categories, such as U.S. equity, international equity, and taxable bond, had negative investor-return gaps." |
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