Tag: target-date funds (TDFs)

Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...

There were no above-normal trading days in July, the first month this has happened since June 2017.

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last...

Greg Porteous, head of defined contribution intermediary distribution at SSGA based in Boston, says he sees the lowering of target-date fund (TDF) investment fees as a way to...

Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.

This is despite having lived through two bear markets.

Investors in TDFs need to look beyond price tags to investment strategy to determine the appropriateness of the fees and should be mindful of the relatively tight dispersion...

Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.

It would also be good for them to include emerging markets equities, target-date funds, alternatives, international bonds and specialty bonds.

Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.  

Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it. 

Panelists discussed numerous investment options that can push additional retirement savings. 

The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products. 

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.

It also enables them to negotiate lower fees, Vanguard says.

With many Boomers retiring, the research firm says the industry is at “an inflection point.”

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.