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Data Points: How Retirement Plan Advisors Use Target-Date Funds Today

A breakdown of plan advisors’ use of multiple managers, open architecture and varied glidepaths.

A recent Oppenheimer white paper points out that plan sponsors’ adoption of recordkeepers’ proprietary off-the-shelf TDFs fell from 70 percent in 2011 to 32 percent in 2015. Sponsors, often led by their financial advisors, are changing the way they use target-date products, sometimes adopting multiple managers in an open architecture platform or changing the glidepath created by traditional managers. Here, we asked retirement plan advisors how they evaluate and use target-date funds, their approach to open architecture, and how they view in-retirement income opportunities.

Source: survey, n=588

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