11.29.2023
Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
Marquette research was featured in the December 2019 edition of Benefits Magazine. The article, To or Through: Evaluating TDF Glide Paths, explores different target date fund (TDF) glide paths and how they may affect retirement savings outcomes.
While there is much debate about whether “to” or “through” glide paths better serve plan participants, the multitude of offerings allows for a best-fit solution that can address the specific characteristics and needs of the participant group. TDFs should be evaluated according to the benefits and risk exposures of the specific fund as well as the characteristics of the group, and as the steepness and length of derisking periods have large effects on participant outcomes, glide paths are a critical component of the evaluation process.
For more of Marquette’s TDF coverage, read our white paper, Target Date Funds: Preparing Participants for Retirement.
Benefits Magazine, the monthly publication of the International Foundation of Employee Benefit Plans, covers benefit issues affecting multiemployer, single employer and public employee plan representatives.
Download PDF> To or Through: Evaluating TDF Glide Paths
11.29.2023
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
11.09.2023
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
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Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…
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Announced July 31, Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power…
10.12.2023
On Friday, November 17th, Patrick W. Wing, CFA, CIPM, and Sam Frymier will be speaking…
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On Wednesday, November 8, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
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