Tag: Lifecycle Funds

Rather than competing for participant contributions, TDFs and managed accounts can co-exist in a defined contribution plan.

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.

A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.

Plan sponsors need to understand the implications of how their plan’s TDFs may be affected by changing exposures to international stocks and bonds.

New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch is unveiling apps that help retirement savers address longevity and inflation risks. 

Vanguard finds that the recession of 2008/2009 did not derail Millennial retirement savers.

Target-date funds can be an automated way to solve participant savings behaviors—unless they’re used incorrectly.

Trends in redesigning retirement plan investment menus to avoid participant inertia or overload.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.

However, only 23% of small plans permit participants to contribute immediately to their 401(k).

In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9 billion.