Are Target Date Funds Missing the Mark?

401K Specialist Magazine, December 1st 2017 – Without a doubt, target date funds are headed (sharply) north. Target date mutual fund assets grew almost 5 percent in the second quarter, topping $1 trillion at the end of June, according to the Investment Company...

2016 401(k) Summit: A Bear Market for Bonds

401K Specialist, April, 18, 2016 – “The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly states at the 401(k) Summit in Nashville Monday. “Interest rates peaked back in 1981 and have been falling ever...