The right data can help employers offer the right investment solutions to help employees reach their retirement goals. Data informs nearly every decision an employer makes. Yet, one employer decision ...
The problem with a one-size-fits-all philosophy is that it never truly fits everyone. Thanks to many employers auto-enrolling employees in a 401(k), target-date funds have grown in popularity as a ...
A final example in the decision rules category is the Target Percentage Adjustment method introduced by David Zolt in his 2013 Journal of Financial Planning article, “Achieving a Higher Safe ...
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