Target Date Investing
A guide to help advisors and plan sponsors
Research that demonstrates the importance and benefit of target date funds
Participant Research provides insight into 401(k) plan participants’ attitudes and behaviors when it comes to saving and investing for retirement.
Plan Sponsor Research provides insight into plan sponsors’ interpretation of the roles of their DC plans and considerations driving plan-related decisions.
Choosing a target date strategy discusses considerations in selecting an off-the-shelf target date fund versus a recordkeeping platform model.
2J.P. Morgan Plan Participant Research 2016