We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations for TDFs to work correctly? Can some assets be held away?
We also take a close look at target-date strategies amid the volatility of 2020 and look to what lies ahead in 2021. Finally, Blanchett covers significant trends in target-date adoption and how firms are adapting to meet participant preferences.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
