Kevin Knowles

Kevin Knowles


Personalized solutions lead to personalized results

June 2020
This paper discusses the shortfalls of target date funds and the personalization benefits of managed accounts for defined contribution plan participants.

Managed accounts: The other QDIA

November 2017
The forgotten QDIA option that offers a customized asset allocation strategy. Read more about some of the managed account advantages that are designed to help keep participants on track to meet their retirement income goals.

8 observations on custom target date funds

March 2016
Our eight observations on custom target date funds for defined contribution (DC) plan participants are discussed, including: glide path, asset allocation, operations, and monitoring.

Passive management and the false premise of fiduciary relief

November 2015
Going passive is an active decision. Read the eight fiduciary obligations when selecting and monitoring passively managed investments.