BlackRock’s Fink Marks 30-Years of TDFs
The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...
Tag: target-date funds (TDFs)
Money Markets Experience Highest 401(k) Investment Inflows in October
Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.
Vanguard Target Date Retirement Fund Series Turns 20
The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.
TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22
American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
Long-Term Investment Fund Assets Set to Rise After 2022 Dip
After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...
BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers
The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Investment Product & Service Launches – 10/12/23
PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and...
Managed Accounts’ Default Use Limited by Litigation Fears, Fees
Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’
Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...
Can ETFs Work in 401(k)s With Mutual Fund Rebranding?
F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...
TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity
The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.
BlackRock: Retirement Confidence Shows Steady Decline
BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.
American Funds Sees Strongest TDF Inflows in Q2
Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.
Retirement Income Today: How Advisers Can Leverage GLWBs
In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21
American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
DISH Network Retirement Plan Survives Legal Challenge
The plan had been challenged for excessive fees and underperformance under ERISA, but a federal judge dismissed the complaint.
TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.