Monday, May 21, 2012

Advisor Perspectives Column for May on Lifecycle Finance


My May column for Advisor Perspectives is now available. In "Life-cycle Finance and the Dimensional Managed DC® Pension," I describe the basics of life-cycle finance theory and how this theory relates to the new retirement solution provided by DFA affiliate Dimensional Retirement.

This solution is designed for 401(k) participants who wish to plan for retirement without really going through all of the steps needed to plan for retirement. Though readers here tend to be either financial planners or those taking a do-it-yourself approach to their retirements,  there are lots of useful issues to think about with regard to the objectives and strategies of the Dimensional Managed DC pension. Please have a look.