New York City District Council of Carpenters Benefit Funds
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July Business Services
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Retirement Planners and Administrators (RPA)
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July Business Services
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Retirement Solutions Specialists
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Regional Sales Director (West) July Business Services
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Pollard & Associates
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Target Date Funds: Made to Stick
Vanguard Apr. 13, 2016
"The retention rate [for target date funds for the five-year period ended December 31, 2015] was 87%. About 3% appear to quit because company stock was added to their portfolios. Did the plan sponsor make a matching contribution in employer stock? Some participants (2%) chose to adopt custom advice during this time frame. Bottom line-only 8% of target-date fund users quit the product and constructed their own portfolios."
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