Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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2017 Target Date Fund Landscape: Answers to Frequently Asked Questions (PDF)
Morningstar; free registration may be required Apr. 21, 2017 91 pages. "Assets in target-date mutual funds reached an all-time high of $880 billion by the end of 2016 ... At the end of 2016, 12 firms offered more than one target-date series ... whereas no firm offered more than one 10 years ago.... Fees for target-date funds continue to decline ... The average equity glide path hasn't changed dramatically in recent years, particularly for the youngest and oldest investors. However, midcareer investors have seen a modest in crease in equity exposure." |
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