The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author
The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.
Tag: target-date funds (TDFs)
Collective Trusts Expected to Top Mutual Funds as Primary Target-Date Vehicles in 2023
Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds.
Putnam Adds Sustainable Retirement TDFs
Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.
Microsoft Escapes Retirement Plan TDF Suit
One of a string of lawsuits filed against companies that put retirement savers into a BlackRock TDF suite was dismissed...
Federal Magistrate Judge Recommends Dismissal of ERISA Case Against Dish Network
The plaintiffs have 14 days to resubmit and restate their claim in the excessive-fee case.
Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes
Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
TDF Mutual Fund Flows Jump 35%, With CITs Stealing Growth
Target-date mutual funds were by far the top investment vehicle for retirement savers last year, but new research shows collective...
Reconsidering Target-Date Funds After a Rocky 2022
Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...
District Court Dismisses Two ERISA Lawsuits Challenging BlackRock TDFs
A series of lawsuits brought against plan sponsors that use the BlackRock funds as their QDIA received a setback last...
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
More TDF Underperformance ERISA Lawsuits Filed
The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date...
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
Microsoft is the latest target in a string of lawsuits over the performance of a popular TDF suite.
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent...
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds...
Capital Group and Morningstar Partner on New Target-Date Fund Service
Powered by Morningstar Investment Management, the personalized service is available through recordkeepers that currently have Morningstar’s Retirement Manager available on their platform.
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
DC Plan Investment Menu Evolution Continues
One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Investment Product and Service Launches
State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.