Tag: Lifecyle funds

Cerulli's upcoming report on the Defined Contribution Investment Only (DCIO) marketplace attributes the legacy of DCIO as a retail business on the fact that individual investors have largely...

Retirement plan sponsors are selecting only specific parts of a target-date fund series, even though asset managers market the entire target-date fund series, according to a report from...

The year we began publishing PLANADVISER was a big year in many ways for me.  

MassMutual's Retirement Services Division has enhanced its investment offerings in its target date (lifecycle) and lifestyle (risk aware) categories to “better serve retirement plan market...

Since the market downturn of 2008, there has been increasing debate on whether target-date funds (TDFs) should take retirement plan participants “to” retirement or “through” retirement.

Callan’s 2011 Target Date Fund Survey found that target-date funds (TDFs) continue to evolve as managers evaluate their glidepaths and the use of underlying funds.

Wells Fargo Funds Management announced that the Wells Fargo Advantage Dow Jones Target 2055 Fund (Target 2055 Fund) is now available to investors.

With 12% of retirement plan assets in target-date funds and 40% of new assets going into target-date funds (TDFs), panelists at the PLANSPONSOR National Conference said it is...

Qualified Default Investment Alternatives (QDIAs) are not a “get out of jail free” card for fiduciary liability.

The first study by the newly launched Putnam Institute suggests most lifecycle fund offerings in today’s market are too aggressive in their equity exposure

The TIAA-CREF Lifecycle 2055 Fund is designed to meet the needs of investors who are currently18 to 22 years old and plan to retire in or around 2055.

Drawing comparisons to the Pension Protection Act that codified best practices that were already in play, Chip Castille, managing director and head of U.S. & Canada Defined Contribution...

Research from Vanguard shows that defined contribution plan participants younger than 30 have higher equity allocations than other generations had at the same age.

On average, defined contribution plan participants include 5.3 funds in their accounts in 2011 - nearly double what they had in 1996, according to a Spectrem study.

J.P. Morgan Worldwide Securities Services has launched a cash allocation and rebalancing solution (CARS) that supports target-date funds, both custom and open architecture.

It remains very difficult for investors or plan sponsors to tell if a target-date fund (TDF) is intended to be a “to” or “through” offering simply by looking...

Asset managers are just starting to observe how investors use target-date funds (TDFs) after reaching retirement.

Bull-market gains in 2010 helped target-date funds (TDFs) perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.

An analysis from Vanguard finds that about half of mixed target-date investing - holding a target-date fund in combination with other investments - stems from sponsor actions.

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.