Sept. 2016According to Morningstar, target-date funds (TDFs) attracted nearly $70 billion in 2015. Another research firm, Cerulli Associates, has predicted that 88% of new 401(k) contributions will go into TDFs by the end of 2019. As this market expands, new versions are appearing: the “custom” TDF has been labeled the fastest growing segment.

What’s Inside

  • Customization Comes to Target-Date Funds
  • Drawing Down Your Portfolio in Retirement
  • Setting Paid-Time-Off Policies
  • Tax Calendar
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