Lifecycle Funds / CASE / Capital Markets Research Group / Callan Associates / Lehman / Hewitt Associates / /
Country
United States / Canada / /
Currency
USD / /
Facility
University of Manitoba / Indiana University / University of Illinois / /
IndustryTerm
real estate investment trusts / real estate / energy / /
MarketIndex
S&P 500 / /
Organization
Department of Labor / University of Illinois / Academy of Actuaries / Actuaries and Security Analysts Society of San Francisco / Percentile Principal Preservation Fund / University of Manitoba / Indiana University / Society of Actuaries / /
Person
Lori Lucas / /
Position
general U.S. population demographics / investment manager / manager structures / chartered financial analyst and a member / manager / not the investor / senior vice president and the DC practice leader / consultant / /
䉴 Default Options and Lifecycle Funds A Retirement Adequacy Analysis of Default Options and Lifecycle Funds by Jason Ellement and Lori Lucas