Tag: Lifestyle funds

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

 Russell Investments has launched what it says is the first U.S. multi-manager mutual fund with a specific commodities mandate.

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...

Clark Capital Management Group offers risk-based asset allocation models designed to protect 401(k) participants from dramatic declines.

Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.

Performance for target-maturity funds in 2009 almost made a complete 360 from 2008, according to the Ibbotson Target Maturity Report Q4 2009.

Fund manager AllianceBernstein has newly registered six global asset allocation funds, according to Simfund Filing, a product of Strategic Insight, an Asset International company.

Standard & Poor's has expanded its family of target-risk indexes with the launch of the S&P MATRIX Target Risk Index.

The head of the Department of Labor's Employee Benefits Security Administration (EBSA) said today that the agency plans to release its long-awaited regulation dealing with providers’ fee disclosure...

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,...

On Monday, the U.S. Department of Labor will present video remarks by Secretary Hilda L. Solis outlining the department’s regulatory agenda.

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...

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...

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...

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

Asset-allocation fund solutions have, to put it mildly, exploded on the retirement plan scene—aided in no small measure by the sanction of the Department of Labor’s final regulations...