However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
Tag: Lifecyle funds
This is a 2.25% increase from the average balance in the second quarter of the year.
The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...
The firm looks at a plan’s demographics and creates a glidepath that both controls for and seeks out risk.
Participants age 50 and older need more personalized advice, advisers say.
“The midsized plan asset segment is representative of the DC market segment in which the boutique DC consultant is most prevalent and growing its marketshare,” Cerulli reports.
Our guide to the size, scope and design of target-date options
The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year.
Twenty five of T. Rowe Price’s mutual funds have been selected by Charles Schwab.
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...
Target-date funds are on the verge of reaching $1 trillion in assets
How to advise sponsors about switching to managed accounts as the QDIA
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.