Tag: Lifecycle Funds

NAIRPA Comments on SEC Target-Date Fund Proposal

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 a summary disclosure may not be enough.  

CUNA Redesigns Target-Date Fund Series

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.

FRC Recommends Restructure of Target-Date Funds

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 investors are using them as a small part of their overall retirement plan.

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 investors and plan participants better understand the operations and risks of target date fund investments.”

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 to minimize risk and improve the potential for attaining financial security.

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; however, it wasn’t enough to propel most plan balances back to their pre-recession levels.