PLANADVISER Weekend Newsdash
Week ending June 8th, 2018

Happy Friday, readers! So far in 2018 there has been something of a resurgence of the target-date fund research topic in the financial services trade media. As the Great Recession of 2008 and 2009 retreats further into the rear-view mirror, providers are increasingly concerned about investor complacency—and on the optimal way to shape their risk glide paths for TDF product users who are approaching and entering retirement. Providers are also more prone to discuss the way workplace demographic shifts are morphing their approach to risk management and product presentation. Find the latest retirement investing news and analysis below.

Editor's choice
TDF Investor Behavior Improves, But Allocation Mistakes Remain Common
As new data shared by Vanguard shows, when constructing their own retirement portfolios, about 10% of participants still tend to hold extreme allocations—defined here as holding either 0% or 100% equities in a retirement-focused portfolio. Read more >
J.P. Morgan Retirement Leader Examines Sequence of Returns Risk in TDF Context
The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to spending down those balances in retirement?” Read more >
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans. Read more >
ICI Data Shows Managers Have Substantially Cut TDF, Other Mutual Fund Expenses
A broad new Investment Company Institute analysis shows the expense ratios of target-date mutual funds have fallen 34% since 2008, alongside the expense ratios of most other types of long-term funds.  Read more >
Leveraging the Popularity of TDFs to Provide Retirement Income
In a Q&A with BlackRock Managing Director Anne Ackerley, PLANADVISER hears about emerging opportunities to deliver retirement income solutions to DC plan participants, including through TDFs.   Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue

Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.

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