Insights

Personalized investment strategies and retirement plans have often seemed out of reach and complicated for the average American worker. The challenges ranged from prohibitive costs and inaccessibility to the sheer investment of time and effort required. With IGPS,...

Most employer-sponsored retirement plans use a traditional Target Date Fund (TDF) today. A lack of personalization and customization can lead to significant misalignment of investment risk, return, and outcome for participants.  These material differences can be...

iGPS is a personalized target-date fund solution, which relies on workers' individual data such as age, income, savings rate, employer match rate, account balance, and projected Social Security income. This enables us to build an individualized portfolio for each...

Personalization in retirement investing is not just something that would be nice to have but is something that we need to have. We can equate that to buying readers, the reading glasses at the local pharmacy. With readers, you see a bunch of glasses and pick the one...