Tag: Lifecycle Funds

Financial services provider Morgan Stanley added discretionary capabilities to its defined contribution (DC) retirement plan advisory services.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

Greater numbers of 401(k) participants are investing in target-date funds over the long term, says a new report.

Prudential has launched Prudential Day One Funds, its target-date fund series.

The trend of auto-enrolling employees into defined contribution plans is accelerating.

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.

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.

The U.S. mutual fund industry (open- and closed-end funds, and exchange-traded funds) is set to surpass $15 trillion in assets in February, according to Strategic Insight.

Russell Investments introduced Adaptive Retirement Accounts.

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

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

The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).

401(k) plan participants have adopted a more balanced approach to their portfolios, according to ICI and EBRI.