Tag: Lifecycle Funds

Seligman TargetHorizon portfolios, a suite of target-date funds composed of exchange-traded funds (ETFs) and managed by RiverSource Investments, has introduced a risk overlay strategy to help mitigate portfolio...

Arnerich Massena&Associates, Inc., a Portland, Oregon-based independent investment consulting firm, has released the white paper "Not All Target-Date Portfolios Are Created Equal."

A new survey found that more than half (51.2%) of 403(b) sponsors provide target-date funds in their plans.

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...

In a joint hearing on target-date funds before the Department of Labor (DoL) and the Securities and Exchange Commission (SEC), witnesses were in favor of the use of...

Target-date funds’ allocations among stock and bond subclasses were among the primary determinants of the funds’ performance, new Vanguard Group research found.

The Vanguard Group has added a new interactive target-date glide path tool to its Web site to help participants better understand how the asset allocations of the its...

The Vanguard Center for Retirement Research reported that the use of target-date funds in defined contribution plans administered by Vanguard continues to grow rapidly.

The Securities and Exchange Commission (SEC) released the lineup of witnesses set to testify about target-date funds before SEC and Department of Labor (DoL) officials on Thursday.

Great-West Retirement Services today introduced the Maxim Lifetime Asset Allocation Series.

Prudential Retirement released a white paper that said target-date funds should be changed to include guaranteed income features.

A study by the Employee Benefit Research Institute (EBRI) found plan demographics affect individual participant contribution rates and target-date fund investment choices by participants.

Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.

Plan sponsors might need to better utilize advisers in order to ensure that participants are getting the full benefits from target-date funds, a new study found.

American United Life Insurance Company (AUL) teamed up with American Century Investment Services, Inc., to offer LIVESTRONG Portfolios to AUL Retirement Services clients.

There was an intriguing survey on target-date investing published last week, but one that, IMHO, generates as many questions as answers.

Payden&Rygel has announced a reduction in expenses for the Payden/Wilshire Longevity Funds, its target-date fund series.

A recent study found that workers have misconceptions about target-date funds.

Two platforms, Hewitt Associates and Mercer, have taken up Prudential Retirement's IncomeFlex Target guaranteed income product.

Charles Schwab Investment Management, the asset management arm of the Charles Schwab Corporation, announced changes to its target-date mutual funds to enhance the portfolios and reduce expenses.