◀ The Principal Blog

4 Common “Stages” a Plan Sponsor Experiences with Target Date Funds



When I see plan sponsors use the target date funds (TDFs) I create (I’m a portfolio manager here), I’m reminded of friends of mine with children – each are facing different challenges based on how old their kids are – or what stage of life their kids are in. Some need help with adapting…

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Goldilocks and the Three Glide Paths: Part 3 – No “Just Right”



Welcome back to the conclusion of the story. As discussed, with target date investment options, some glide paths can be “too hot”, some can be “too cold”, but there is no “just right”. Sorry to lead you on. But, I believe the answer lies somewhere between the “hot” and “cold”…

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