Trends PLANADVISER January/February 2022

Private Equity Value-Add

Replacing TDF equity allocations may improve readiness.

Reported by

Noah Zuss

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Data & Research

August 19th, 2026

Only 18% of health savings accounts in 2024 had investments in assets other than cash, according to EBRI.

Compliance

August 17th, 2026

The judge rules that the amended complaint plausibly alleged target-date fund underperformance relative to Fidelity Freedom TDFs.

Data & Research

August 17th, 2026

Twenty years after the Pension Protection Act popularized target-date funds, a Sway Research report looks at key trends among TDFs.