Investment Product and Service Launches
BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls...
Tag: target-date funds (TDFs)
Investment Product and Service Launches
Alpha and Nasdaq extend relationship; OneAmerica launches new adviser managed account service; PGIM Investments launches new bond funds; and more
Investment Product and Service Launches
Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; Fingage and OWL...
Investment Product and Service Launches
SEI acquires Novus Partners; Dimensional Fund Advisors lists four fixed-income ETFs; BrightPlan unveils new capabilities to support responsible investing; and...
Investment Product and Service Launches
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; Vanguard Personal Advisor Services introduces five-fund active equity...
Investment Product and Service Launches
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire...
Older 401(k) Participants Moving to TDFs More So Than Younger Participants
Participants in their 50s and 60s are using TDFs more than they have in the past, according to a new...
Data Points
A Balanced Fund or a TDF?
Weighing their relative merits is an important task for advisers and clients.
PANC 2021: The Great TDF Debate: Prudence vs. Performance
While performance is an important part of the prudent selection of target-date funds, experts speaking at the PLANADVISER National Conference...
TDF Usage Increases as Younger Participants Invest
Fifty-one percent of 401(k) plan assets owned by participants in their 20s were invested in TDFs, versus 23% for those...
Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...
Judge Allows Claims in ERISA Suit Against Prime Healthcare to Proceed
The lawsuit challenges the company's use of an active TDF suite in its 401(k) plan, among other things.
Compliance News
Legislative and Judicial Actions
GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is...
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.