Why caution is warranted when it comes to adding annuity features to TDFs and other qualified default investment alternatives.
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The latest numbers are in and Jean Young is excited to share the positive impacts target-date fund adoption is having on participants, especially younger investors.
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While Vanguard Target Retirement Funds lagged the S&P 500 through Q3 2018, this dynamic flipped in the fourth quarter, demonstrating their ability, as well-diversified investment portfolios, to protect value in a sharply down equity market.