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Tag: Lifecycle Funds
Gen Y Concerned About Retirement Savings Safety
They want safety from market volatility, and they don’t think Social Security will be there for them.
Examining Risk Management in TDFs
A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.
Vanguard Adds to Low-Fee TDF Lineup
A new fund series from Vanguard features an estimated expense ratio of 10 basis points and will be offered to institutional investors meeting a $100 million initial investment requirement.
Visions of a Lower-Fee Future
It can
be hard to separate noise from actionable insight when discussing investing
trends, but two industry experts say now is clearly the time to get ahead on
fee issues.
Finding Middle Ground in the Robo-Adviser Debate
There’s
no shortage of discussion in the retirement plan advisory business about the
disruptive power of technology, and how business models may transform in the years
ahead.
John Hancock Reduces Fees on Retirement Portfolios
John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to 31% in fee savings for shareholders.
Creating a Sound Way to Choose TDFs
Plan sponsors thinking about putting target-date funds (TDFs) in their investment lineup must determine an implementation process that will support the plan’s goals, Towers Watson says in a white paper.
Auto Features Boosting Participation, Savings Rates
Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”
John Hancock Expands Asset Allocation Models
John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.
Challenges to the Traditional Glide Path
A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.
MPI Unveils TDF Analysis Tool
Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.
Russell Brings Together TDFs and Managed Accounts
Russell Investments introduced Adaptive Retirement Accounts.
Stadion Offers 3(38) Management for TDFs
Stadion Money Management is offering ERISA 3(38) discretionary investment management for its target-date funds (TDFs).
PANC 2012: Target-Date Funds
Working with plans that offer target-date funds (TDFs) presents opportunities for advisers.
Rethinking Lifecycle Funds
Evaluating whether a target-date fund family is still the best solution
Careful Considerations
Target-date fund due diligence requires extra attention from
plan sponsors and advisers
Organization Launches Custom QDIA Association
The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).
Study Suggests “Help” Matters Even More in Volatile Markets
According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a gap that has been magnified during volatile markets.
MassMutual Enhances Target-Date, Target-Risk Offerings
MassMutual's Retirement Services Division has enhanced its investment offerings in its target date (lifecycle) and lifestyle (risk aware) categories to “better serve retirement plan market needs”.