METHOD FOR DEFINED CONTRIBUTION DEFAULT BENCHMARK

摘要

A method for generating an integrated family of benchmarks representing portfolio allocations for a participant is described. At least two assets for a portfolio are identified. A current market rate for at least one of the assets and a break-even inflation rate for a predetermined time period are determined via a computing device. The computing device determines a portfolio allocation to each asset based on the current market rate and the break-even inflation for obtaining inflation-protected income for a predetermined number of years and then non-inflation protected income for subsequent years. The identified assets and the portfolio allocations are published via a network.