Tag: target-date funds (TDFs)

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.

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.

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...

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...

The flows went primarily to bond, stable value and money market funds.

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...

Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs.