Tag: Lifecyle funds

AllianceBernstein has launched its Multimanager Retirement Strategies (MRS) target-date solution.

The Securities and Exchange Commission (SEC) unanimously approved proposed rule amendments to enhance the information provided to target-date fund investors.

Vanguard is expanding its 11-fund target-date series with a new fund for investors who plan to retire and leave the work force in or within a few years...

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.

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...

U.S. open-end mutual funds gathered almost $41 billion in assets during April, according to Morningstar Direct Fund Flows.

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...

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...

The U.S. Department of Labor (DoL) has announced plans to change a 2007 mandate requiring that employers give participants more target-date fund information.

Defined contribution (DC) consultants said they are providing custom asset-allocation services, such as target-date strategies, to an increasing number of clients, according to a PIMCO survey. 

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;...

After six consecutive quarters of negative returns, the average target-maturity fund has now been positive for four straight quarters, according to Morningstar.

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

MassMutual's Retirement Services Division has added to its MassMutual Smart Architecture Investment Program with the addition of four new target-date funds.

The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.

Vantagepoint Investment Advisers, LLC (VIA) has announced investment strategy changes to the Vantagepoint Milestone Funds.

Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.