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Target Date Funds

…DATE FUNDS IN A RETIREMENT PLAN? Professional money managers have long recognized the importance of asset allocation. Studies have shown that investment performance is mostly determined by a portfolio’s mix of stocks, bonds, and short-term investments, not individual stock and bond selections. In many plans,…

Is there a Baby Boomer Retirement Effect on the Stock Market?

…stock market as they cash in their savings? After all, boomers (i.e. those aged 46-64) have been estimated to own nearly 50% of the U.S equity market. Recent studies by Vanguard1 and others have cast doubt on the theory that boomer retirements will depress the…

A Few Notes on Labor Productivity

…US productivity and inflation. Here, it is more difficult to pinpoint whether lower productivity is associated with higher inflation, or vice versa. Part of a lack of correlation can be attributed to continued low rates of inflation in recent years. Let’s look at earlier studies,…

Pentegra’s Harris Poll: Social Security: Still Reliable?

…through 2088. Studies published in May by Harvard and Dartmouth, meanwhile, maintain that the Social Security Administration has been overstating the financial health of its trust funds since 2000, indicating that the shortfall could arrive much sooner than noted above. Either way, there is clearly…

Working After Retirement: “Want To” Over “Need To”

…to remain in their careers beyond the age of 65 or are seeking new work post-retirement tend to be more highly educated, often with advanced degrees. In one of the studies highlighted in Dr. Sass’ brief, researchers explored the importance of non-financial rewards in influencing…

How Are RoboAdvisors Changing the Investment Industry?

…summary, it seems certain that RoboAdvisors are here to stay and will continue to grow. However, their algorithms will also require human intervention and advice to ensure that advisory firms are fulfilling their fiduciary role. Barbara Friedberg, “6 of the Newest Trends in Robo Advisors”,…

CEFEX TPA Benefits to Advisor

How does an advisor benefit from partnering with a CEFEX-certified TPA? And why is it important? Listen in to find out…

Making a Good 401(k) Plan Even Better

At Pentegra, we believe successful plan outcomes start with effective plan design. Plan features—automatic features—that better meet the needs of plan participants and plan sponsors can drive successful outcomes for participants and sponsors alike. The Pentegra SmartPath™ is a series of progressive plan design metrics…