As a retail investor, do you ever wonder what happens to a Target Date Fund when the "target date" is reached? Here is an article published by Morningstar that answers the question. With the immense popularity of Target Date Funds, it is possible that you may be aware of, or perhaps even invested in, one … Continue reading Do you know what happens to Target Date Funds when the target date is reached?
What is the best way to engage, interest, and entice new employees to participate in the 401(k) savings plan? This article posted by PlanSponsor contains reference to a white paper by Diversified that suggests reducing the content to delve through to improve enrollment rates. In the new era of ubiquitous social media presence, are there … Continue reading Are there other ways to increase enrollment, in addition to auto-enrolling?