Gliding Your Way Through Retirement

Powered by Wilshire Associates (“Wilshire®”), the Trademark/Wilshire glide path adjusts a broadly diversified asset mix over time, gradually moving towards a more conservative allocation up to and “through” retirement to life expectancy.

The Trademark/Wilshire glide path design takes into account investor behavior assumptions both before and through the target retirement date. Taking both the accumulation and withdrawal phases into consideration provides an increased likelihood of investors having a successful and comfortable retirement while still addressing time horizon, longevity, inflation and liquidity risks.

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