<!-- Swiftype Variables -->

White Papers

TARGET DATE FUNDS GAIN TRACTION WITH PLAN SPONSORS, BUT ISSUES PERSIST

KEY FINDINGS
• A recent MFS survey of DC plan sponsors and advisors shows that performance is the most important criterion used to select target date funds. Factors that have a significant impact on performance, such as expenses, risk management and glide path design, are also cited as important criteria.

• Plan sponsors and advisors have a high degree of confidence in the ability of target date funds to meet participant needs, but there are also concerns regarding risks that could undermine participant success. Risks cited include volatility, as well as interest rate risk and liquidity risk.

• Survey respondents also report concerns about benchmarking performance and managing risks.

  view more white papers

By downloading a white paper, you are agreeing to have your contact information shared with the content sponsor, who may then contact you.

All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.