Retirement Outcome Tool

Adjust a hypothetical DC default investment’s equity allocation as well as a participant’s savings rate, retirement age and spending rate after retirement.

Legislative Updates

Our Worth Knowing: ERISA Insights will keep you informed and up to date.

Rethinking Retirement Plan Menus

Retirement plan menus are a key element in a plan's success—use this guide to help plan sponsors take a fresh look.

Creating Tomorrow’s Target-Date Fund—Today

Introducing the AB Multi-Manager Select Retirement Funds


Time to Revisit the Target-Date Fund Decision?

Given advances in target-date fund design in recent years and new tips provided by the Department of Labor, we think DC plans should be taking a fresh look at their target-date decisions—and documenting the process.


Establishing credibility with clients is important. One way to achieve and reinforce credibility is to earn advanced credentials. Credentials inspire trust and help you maintain your professional credibility in volatile markets.

-Ken Haman

SVP/Managing Director,
The Advisor Institute


Featured Retirement Funds

Find top-performing AB mutual funds for retirement plan menus.



Dan Loewy on Asset TV’s Masterclass





With the help of fi360, an independent investment-analysis process, you can review an existing retirement plan menu and propose an alternate offering. Please provide the information below to request a report. You'll receive the completed report by e-mail within 48 hours.

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Investment Profile
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Fact Sheet

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DC Plan Fees: Reasonableness and Other Considerations

Posted by Karen W. Scheffler on Sep 27, 2016
  • With the DOL’s new Fiduciary Rule, the fees issue is not necessarily new, it just brings the restrictions or considerations to a broader audience. What the new rule does is extend the responsibility for the reasonableness of fees--and this is what plan sponsors need to understand.

Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, click here or contact your AB Investments representative. Please read the prospectus and/or summary prospectus carefully before investing.

AB Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AB L.P., the manager of the funds.

AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.

This web site is authorized for use only by registered investment professionals and is not authorized for use by the general public. The material contained herein is not for inspection by, distribution or quotation to, the general public.

Investment Products Offered:

Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

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