Wednesday, May 15th, 2024 A topical newsletter from PLANADVISER TDFs TDFs, though still dominant in the defined contribution investing space, are evolving as plan sponsors seek more personalized options and ways to address areas such as retirement income. These stories focus on TDF-related trends and insights. SPONSORED AD PRODUCTS & SERVICES TDF Flows Bounce Back in Q1 The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster Q4 that had total outflows. COMPLIANCE GAO Recommends DOL Update TDF Guidance GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs. DATA & RESEARCH Funds, Fees and Financial Wellness Callan’s annual DC survey identifies trends from 2023 and forecasts for ’24. PRODUCTS & SERVICES LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options. DATA & RESEARCH Evaluating a Retirement Income ‘Easy Button’ Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities. DEALS & PEOPLE Vanguard Taps Former BlackRock Divisional Head for CEO Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top job. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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