Entries by Sheri Fitts

Improving the Target Date Fund Selection

According to Morningstar’s 2013 Target Date Series Research Paper, over 92% of the open-ended mutual fund target date assets reside at just 10 money management firms. Of those 10 money managers, 8 offer record keeping services. This white paper offers a road map to help plan sponsors determine whether the current target solution is the appropriate choice.

Weekly Commentary – August 14, 2017

BOTTOM LINE: IMPRESSIVE EARNINGS SEASON Burt White Chief Investment Officer, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Corporate America delivered another outstanding earnings season, with double-digit earnings growth, […]