Tag: target-date funds (TDFs)

The lead plaintiff in the suit says her employer, a large financial services company, has inappropriately prioritized its own investments within a profit sharing retirement plan offered to...

A former participant in the Allstate 401(k) plan accuses plan fiduciaries of keeping poorly performing target-date funds on the investment menu and as the plan's default investment.

With some riders, participants can enjoy the upside of the market with downside protection.

Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.

The lawsuit against Principal Global Investors and related entities was abandoned.

Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented...

The lawsuit is one of many filed recently claiming that the use of an index suite of Fidelity TDFs is more prudent.

The lawsuit argues that while the TDFs in the plan are CITs, they are private label CITs with much higher expense ratios than the typical CITs offered by...

The equity side of the portfolio tends to get a lot of air time, but experts agree that a more balanced approach should increase the likelihood of participants...

Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k) Index.

Citing previous court decisions, a judge said dismissal is not proper at this early stage and the plaintiffs lack the information to detail their claims until discovery proceeds.

The reason why target-risk funds gave way to target-date funds is the perceived simplicity of just using one’s retirement date to set the portfolio's investment risk tolerance—but this...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.