Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart
11:37•2024-04-22
Jaksokuvaus
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities.Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some serious traction in the coming years.Jason Kephart, director of multi-asset ratings for Morningstar Research Services LLC, was a lead author of the ne...
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