Tag: Lifecycle Funds

We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson worth particular emphasis for plan sponsors considering custom...

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.

They want safety from market volatility, and they don’t think Social Security will be there for them.

The new tool accounts for plan demographics in TDF selection.

More younger savers have increased their retirement contribution in the past year.

The funds aim to provide returns in line with market indexes.

The firm has added a 2055 fund to its target-date fund series.

The AB Multi-Manager Select Retirement Funds, a new target-date series from AllianceBernstein, is co-managed with Morningstar Associates.

Even with the option to be more conservative or aggressive, most participants still stick to a moderate glide path.

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

A recent National Bureau for Economic Research study offers some telling stats about the challenges of retirement: Even wealthy NFL players struggle to create a reliable plan for...

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...

Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.

A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.

Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal advice, one investment expert warns.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Findings from a survey by TIAA-CREF suggest retirement plan participants may be overlooking important options that could benefit them.