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Deep Dive
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EBRI/ICI Study Finds Strong Long-Term Retention in Target Date Funds
New research tracking 700,000 participants over 6 years found most investors who were fully allocated to TDFs stayed invested
Positioning ‘To’ vs. ‘Through’ Glide Paths: Top Considerations for Plan Sponsors
Among the many roles of retirement plan advisors includes explaining target-date fund glide paths to clients. Below are the key items to consider
Exploring the Target Date Landscape with Mercer’s Preet Prashar
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TDF trends for 401(k) advisors.
Executive Q&A: Refining Accumulation Strategies Through TDFs with MFS’ Jeri Savage
MFS Lead Retirement Strategist explains why target-date funds are still the dominant investment vehicle with the strongest savings accumulation
$4.8 Trillion and Growing: Why Traditional TDFs are Still Key to 401(k) Success
With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders debate how to adapt them for a new generation of retirees
Target Date Funds: A 401(k) Specialist Deep Dive
Explore our Q2 2026 Deep Dive into target-date funds (TDFs). Discover the latest industry trends, retirement income solutions, and accumulation strategies for 401(k) advisors.
ERISA Litigation Reform Act Advances to House Floor
Supporters say measure targets meritless lawsuits, while critics argue it would limit workers’ ability to challenge plan misconduct
You Can’t Stop the Lawsuit. But You Can Stop It Early.
Understanding the ERISA Motion to Dismiss—and why documentation is your best defense
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian…
Why Judgment is Now the Best Shield for 401(k) Specialists
The law still requires that a fiduciary demonstrate their procedural prudence, but Don Trone says courts have begun to examine how a fiduciary demonstrates their behavioral prudence