Tag: target-date funds (TDFs)

Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years...

The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.

IM releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider; and...

The investment firm will be shifting all of its focus to its CIT target-date series.

The Securities and Exchange Commission’s (SEC)’s Office of Compliance Inspections and Examinations found some concerns related to money market funds and target-date funds.

Comparing the “quality” of target-date funds is not a straightforward operation. One must decide how to prioritize performance, risk and many other factors when making a prudent investment...

Experts say this has never been more important, with TDFs projected to hold more than half of all retirement plan assets by 2025.

The largest funds tend to have the highest ratings from objective third parties, while the smallest funds generally fail to receive positive marks.

FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool;...

Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants.

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

The 2019 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide breaks down the custom TDF market by provider, series name, glide path landing point, number of funds per series, and...

HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new...

Participants who mix target-date funds (TDFs) with other investments appear to be more sophisticated, but "it can diminish (or eliminate) the target-date fund’s potential benefit,” says David Blanchett,...

The lawsuit accuses the retirement plan committee of CHS/Community Health Systems, Inc. Retirement Savings Plan and Principal defendants of imprudent management of the plan and its investments.

A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans.

Plan advisers can help 403(b) plan sponsors looking for downside protection, active strategies and target-date funds (TDFs) that can be used as a decumulation vehicle in retirement.

Despite a market “teeming with better-performing alternatives,” the plaintiffs say, Walgreen selected the Northern Trust Funds, which already had a history of poor performance.