Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
Tag: target-date funds (TDFs)
Investment Product and Service Launches
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.
Customization Gives Sponsors More Control Over Investment Vehicles
It also enables them to negotiate lower fees, Vanguard says.
Cerulli Foresees 401(k)s Embracing Retirement Income
With many Boomers retiring, the research firm says the industry is at “an inflection point.”
TDF Investor Behavior Improves, But Allocation Mistakes Remain Common
Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.
Practice Management
The Retirement Purse
Should a participant's TDF still seek returns after he crosses the finish line?
Investment Products and Services Launches
MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.
SEI Warns That Many TDFs Are Too Risky
SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.
J.P. Morgan Retirement Leader Examines Sequence of Returns Risk in TDF Context
The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...
401(k) Investors Moved From Equities into Fixed Income in April
The flows went primarily to bond, stable value and money market funds.
ICI Data Shows Managers Have Substantially Cut TDF, Other Mutual Fund Expenses
A broad new Investment Company Institute analysis shows the expense ratios of target-date mutual funds have fallen 34% since 2008, alongside the expense ratios of most other types...
Investment Products and Services Launches
Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs.
Leveraging the Popularity of TDFs to Provide Retirement Income
In a Q&A with BlackRock Managing Director Anne Ackerley, PLANADVISER hears about emerging opportunities to deliver retirement income solutions to DC plan participants, including through TDFs.
Even Passive TDF Glide Path Designs Require Active Thinking
“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management...
401(k) Plan Participants Challenge Principal’s Management of TDFs
The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income...
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found
Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias
In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...