Tag: Lifecyle funds

The latest example of retirement plan fee litigation questions the offering of an “easy enrollment” function that favored investment into the company’s own TDF mutual funds. 

BlackRock Updates Lifepath TDFs; and SSGA to Introduce Proprietary Indexes to Replace Terminated Russell Indexes.

The number of DC specialist advisers making customized target-date fund recommendations has increased significantly in just the last year.

An analysis of DC participant distribution behavior supports the use of 'through' TDFs and the allowance of partial distribution options to help participants preserve their assets and develop...

John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more.

Comparing the asset allocations between traditional and income-oriented TDF portfolios found greater allocations to high income-generating investments, according to a Wilshire analysis.

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

Why managed accounts are viewed as preferable to target-date funds

A participant in Safeway Inc.’s 401(k) plan is suing the plan sponsor, its benefits committee and its recordkeeper for breaching their fiduciary duties and/or engaging in ERISA prohibited...

Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.

"Mega” plans are leading the way in the decoupling of asset management from recordkeeping, SEI finds.

The SEC is bumping up staff for investment adviser examinations, but actions on a fiduciary rule and TDF disclosures are still pending.

In addition to calling Fujitsu's 401(k) the most expensive large plan in the country, the lawsuit calls out the defendants design and implementation of custom TDFs.

At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010.

Most retirement plan sponsors simply rely on what their recordkeeper offers, Morningstar Investment Management says.

Those with 100% of their portfolio in a target-date fund are the least likely to exchange funds.

It enables advisers to compare glide paths, risks, returns and expenses.