Tag: Lifecycle Funds

A Vanguard survey finds that most target-date fund investors understand the funds’ basic design and are aware of the accompanying investment risks.

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

On January 3, 2011, the Fairholme Allocation Fund will be open to investors.  

Plans in the Callan DC Index recovered lost ground in the third quarter, returning 8.4% on average.

AllianceBernstein has launched Secure Retirement Strategies (SRS), a target-date solution that provides guaranteed lifetime retirement income to participants of large defined contribution (DC) plans.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

A recent survey revealed that plan sponsor perceptions of target-date funds, as compared to other QDIA options, are shifting.

As a result of a Q310 turnaround in equity returns, as well as continued positive performance in the fixed-income market, target maturity funds strolled into the fourth quarter...

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

In a letter to the Securities and Exchange Commission (SEC), the National Association of Independent Retirement Plan Advisors (NAIRPA) calls for “focused disclosure” of target-date funds and said that...

Standard Retirement Services has announced the launch of enhanced retirement plan solutions. 

AllianceBernstein has launched its Multimanager Retirement Strategies (MRS) target-date solution.

The Securities and Exchange Commission (SEC) unanimously approved proposed rule amendments to enhance the information provided to target-date fund investors.

Vanguard is expanding its 11-fund target-date series with a new fund for investors who plan to retire and leave the work force in or within a few years...

New research indicates employers could do more to help defaulted participants adequately save for retirement.

CUNA Mutual Group has teamed up with Madison Asset Management to reengineer its Ultra Series Target Retirement Date Funds to support an outcome-based retirement planning model.

In a new study, “Rethinking Lifecycle Funds,” Financial Research Corporation (FRC) says that although target-date funds are being marketed as a total retirement solution, the reality is that...