Determining the" glide path" for target-date funds.

B Boscaljon - Financial Services Review, 2011 - search.ebscohost.com
Abstract On June 16, 2010, the SEC proposed new guidelines for target date funds to follow
regarding the explanation of glide paths. This paper presents a model that determines a" …

[PDF][PDF] KiwiSaver and retirement adequacy

KL MacDonald - 2016 - research-repository.griffith.edu.au
Motivated by a critique of the literature and an examination of the institutional setting, this
thesis sheds light on the impact of defined contribution pension plan design on retirement …

Defining an Individual's Critical Wealth Level

B Boscaljon - The Journal of Wealth Management, 2013 - search.proquest.com
The author uses an expected utility function of time and wealth to define an individual's
critical wealth level. Traditional asset allocation models are based on modern portfolio …

[CITATION][C] What Can We Expect from Target Date Funds over the Long Run?

ND Lewis - The Journal of Investing, 2010 - pm-research.com
American savers held in excess of $16.90 trillion in retirement assets at the end of the
second quarter of 2008, accounting for 36% of all US household financial assets. A key …