Investors Still Favor Bond Funds in April
U.S. open-end mutual funds gathered almost $41 billion in assets during April, according to Morningstar Direct Fund Flows.
Tag: Lifecycle Funds
DoL, SEC Offer TDF "Primer"
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) and the U.S. Securities and Exchange Commission (SEC) have published what was termed “guidance to help...
Russell Weighs in on Post-Retirement Target-Date Glide Paths
In its latest research, Russell Investments concluded that once a target-date fund reaches an individual's planned retirement date, it should have conservative allocations and a flat glide path...
DoL Plans to Amend Target-Date QDIA Rules
The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.
Demand for Custom Target-Date Strategies Keeps Growing
Defined contribution (DC) consultants said they are providing custom asset-allocation services, such as target-date strategies, to an increasing number of clients, according to a PIMCO survey.
401(k) Balances Not Quite Back to Pre-Recession Levels
A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...
Target-Date Funds Extend Performance Winning Streak
After six consecutive quarters of negative returns, the average target-maturity fund has now been positive for four straight quarters, according to Morningstar.
Vanguard Reports Uptick in Target-Date Funds
A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.
MassMutual Adds Four Funds to Target-Date Offering
MassMutual's Retirement Services Division has added to its MassMutual Smart Architecture Investment Program with the addition of four new target-date funds.
Principal Unveils Adviser-Based Asset Allocation Product
The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.
Pace of Plan Change Still Positive, But Slow
Participants were more likely to gain access to advice last year – but the pace of expansion was slow.
Vantagepoint Milestone Funds Change Investment Strategy
Vantagepoint Investment Advisers, LLC (VIA) has announced investment strategy changes to the Vantagepoint Milestone Funds.
Morningstar Finds Room for Improvement in Target-Date Funds
Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.
law & order
Choose Your Designated Hitter
Final QDIA regulations likely to bring changes for many plans
research
Playing Favorites
When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites