Tag: Lifecyle funds

Retirement plan participants invested in target-date funds along with other funds offered by the plan could end up with a potentially inferior portfolio in terms of risk/return tradeoff,...

Advisers could be looking at some changes on target-date funds next year—and maybe a change in certain mutual fund fees.

Sixty percent of investors in 401(k) plans administered by The Vanguard Group who maintained retirement balances over the last two years now have the same or higher balances...

Plans in the Callan DC Index underperformed the average comparable (2030) target-date fund last quarter, and the difference in allocations to equity could explain why.

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

Transamerica Retirement Services has introduced a new mutual fund platform for retirement plans that includes target-maturity funds from three fund families, and has no proprietary fund requirements.

Callan Associates has launched a set of target-date fund analytics for individual funds as well as fund families.

A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to...

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...

A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products and that target-date and target-risk retirement vehicles will attract 80% of...

Invesco Aim has made some changes to the firm’s target-date funds.   

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

This week a Senate committee will once again take up the topic of target-date funds. 

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...

The American Funds Target Date Retirement series is making plans to add a new fund to the series.

Target maturity funds enjoyed their second quarter in a row of positive returns, and on an annual basis significantly outperformed the S&P 500 Index, according to the Ibbotson...

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach.