Tag: target-date funds (TDFs)

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...

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs.

A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit...

New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement...

First Trust Launches Index Based ETF; BCG Adds Stadion 401(k) Managed Account on Recordkeeping Platform; Mercer Partners With Investment Metrics for Client Reporting; and more.

More than 82% of those from the Millennial generation, defined here as those born between 1977 and 1993, are now invested in a diversified portfolio.

In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.

In total, 1.45% of total plan balances were traded during the year, down from 2.13% in 2016, as participants chased performance within their own portfolios. 

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds. 

Both retirees and workers still say the best piece of guidance in helping them prepare financially for retirement is knowing how much money they will need to be...