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Wave of Annuities in TDFs: 'It's Complicated' Says Morningstar
401(k) Specialist 
Apr. 15, 2024 "[N]ew Morningstar research takes a deep dive into the new wave of target-date strategies trying to make the transition from saving to spending easier by including annuities as part of their glide path.... For investors who plan to annuitize some of their assets, this package deal eliminates having to sort through myriad complicated options. Providers choose the type of annuity, which varies by series, and do the due diligence on insurance companies." MORE >> |
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