Tag: target-date funds (TDFs)

Firm announces new resource center, and leader, to work across DC plan and financial advisement.

A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0...

What new advisers need to know about qualified default investment alternatives in retirement plans.

The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...

Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.

The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.

American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...

After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...

The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access. 

PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and...

Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...

Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...

F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...

The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.

BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.

Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.