Investment Focus
Most TDFs Are Actively Managed
Passively managed target-date funds make up a small universe
Tag: target-date funds (TDFs)
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a...
Fidelity Sees Continued Progress in 401(k) Plans Despite Market Volatility
With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and...
Plan Sponsors Have Questions About Dynamic Default Investments
Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but...
Investment Product and Service Launches
ProShares unveils ETF suite; TRPC adds Stadion StoryLine to retirement solutions platform, T. Rowe Price creates Dynamic Credit Fund.
More Efforts Needed to Increase Retirement Plan Participant Savings Rates
While automatic enrollment gets participants into plans, a sizable segment are starting their average contributions at a minimum 3.3% rate and failing to take any additional action to...
November Was a Typical Month for Trading in 401(k) Plans
There were only three days of above-normal trading, according to the Alight Solutions 401(k) Index
Practice Development
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Progressive Plan Design Features Have Moved Down-Market
These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
Setting Defaults and Auto-Escalations Too Low May Undermine their Power
In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower,...
Vanguard Provides Checklist for Evaluating TDFs
The checklist is included in a guide that offers questions to ask and items to consider.
A Retirement Plan’s Default Investment Is Not for Every Employee
The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it, a research...
Workers in AB Retirement Confidence Survey Cite Desire for Income
Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.
Trendspotting
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets
DC Plan Features Appreciated by Participants Who Want Saving and Investing Help
Sixty-one percent of all participants surveyed by J.P. Morgan agreed with the statement, “If I could push an ‘easy’ button for retirement and completely hand over my retirement...
PANC 2018 – Top Trends
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined...
Investment Product and Service Launches
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.
Investment Product and Service Launches
Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.
TDFs Particularly Popular Among Younger Investors
Sixty-four percent of participants in their 20s own a TDF.