Lifecycle Funds Archives

trendspotting

Trendspotting

Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...

Data & Research

June 25th, 2015

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.

The Markets

March 24th, 2015

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.

Products

February 26th, 2015

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...

The Markets

February 13th, 2015

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...

In Practice

November 18th, 2014

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.

Products

October 6th, 2014

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.

Data & Research

August 25th, 2014

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...

Data & Research

June 10th, 2014

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.”

Products

May 22nd, 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.

Data & Research

November 20th, 2013

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.

Products

March 5th, 2013

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.

Products

February 12th, 2013

Russell Brings Together TDFs and Managed Accounts

Russell Investments introduced Adaptive Retirement Accounts.

Products

November 27th, 2012

Stadion Offers 3(38) Management for TDFs

Stadion Money Management is offering ERISA 3(38) discretionary investment management for its target-date funds (TDFs).

In Practice

September 17th, 2012

PANC 2012: Target-Date Funds

Working with plans that offer target-date funds (TDFs) presents opportunities for advisers.

feature

Rethinking Lifecycle Funds

Evaluating whether a target-date fund family is still the best solution

Select Department

Careful Considerations

Target-date fund due diligence requires extra attention from plan sponsors and advisers

Products

June 5th, 2012

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).

Data & Research

September 26th, 2011

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...

Products

July 27th, 2011

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...

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