Tag: target-date funds (TDFs)

While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same page.

The plan’s custom benchmark failed to properly track the investments, which underperformed similar funds, according to the plaintiffs.

In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding.

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

Industry experts say participants nearing retirement deserve plan design flexibility, education and personalized communication.

Assets in target-date investments with embedded income features totaled $103 billion on June 30, according to Sway Research.

Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...

Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with...

Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.

Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement...

New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...