Target Date Funds Education Featured in Benefits Magazine

December 16, 2019

An article by Marquette research analyst Julianna Paterra, CFA, CAIA , 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, also written by Julianna.

Julianna Paterra is a research analyst for Marquette Associates and has six years of investment experience. She joined the firm in 2014 and is responsible for conducting due diligence on alternative products and managers and target date funds, as well as developing macroeconomic and capital markets research. She holds a B.S. in molecular genetics with a minor in business from The Ohio State University and is pursuing an M.B.A. degree at the Northwestern University Kellogg School of Management.

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

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.