When You Assume – Webcast Materials

Lifecycle funds continue to be one of the fastest growing investment options for DC plans.

 However, each fund family has developed their own assumption for the glide paths used in the funds – assumptions which can make a significant difference on an investor’s ability to grow income.

A recent JP Morgan Asset Management paper takes issue with some of the “conventional” assumptions used in developing these funds. What are the different assumptions, and how do they change the makeup of a lifecycle fund?

Following are materials related to our May 15 Plugged In



http://www.plansponsor.com/pdfs/PLUGGED_IN _051507_LC_Funds.pdf

JPAM White Paper:  Ready, Fire Aim:   http://www.jpmorgan.com/pages/jpmorgan/am/ia/research_and_publications/white_papers

 You’ll also want to check out PLANSPONSOR’s Lifestyle/Lifecycle Funds Buyer’s Guide at  http://ww2.plansponsor.com/Lifestyle/