Ly Tran

Research Analyst


Income is the outcome: A review of lifetime income solutions

November 2020
Exploring solutions to help DC participants convert accumulated retirement balances into lifetime income.

What are reasonable outcomes to expect from a target date glide path?

February 2019
Participants in 401(k) plans and plan sponsors may be challenged to understand whether their future savings and investment plans are consistent with their planned retirement income. In this article, we investigate a simple approach to compare the ambitiousness of the participant’s plan with the reality of growth available from existing target date solutions.

What are reasonable outcomes to expect from a target date glide path?

February 2018
The industry provides a range of target date glide paths…and a range of different outcomes. See the rate of return for a given savings rate and retirement income target.