Tag: Lifestyle funds

Investment Product Launches for the Week

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.

TDFs Start to Go Global

Plan sponsors need to understand the implications of how their plan’s TDFs may be affected by changing exposures to international stocks and bonds.

Unbundled TDFs Attract Sponsor Attention

Retirement plan advisers can deliver significant value by helping sponsor clients address the shortcomings of prepackaged TDF solutions, says Tara Mashack-Behney of Conrad Siegel Investment Advisors.

Can You Really Set it and Forget It?

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

A 1% in Retirement Plan Assets?

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.