Investment Product and Service Launches
Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...
Tag: target-date funds (TDFs)
Keeping Defaulted Participants on the Right Path
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to...
Ideas for a QDIA Design That Will Better Serve Participants Ready to Retire
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...
Study Suggests Private Equity Should be a Consideration in TDFs
The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.
Investment Product and Service Launches
IM releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider; and...
AllianceBernstein to Close its Mutual Fund Target-Date Series
The investment firm will be shifting all of its focus to its CIT target-date series.
SEC Finds Incomplete and Potentially Misleading Disclosures for Some TDFs
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.
The Great TDF Debate: Prudence vs. Performance
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...
Tips on How to Carefully Evaluate Target-Date Funds
Experts say this has never been more important, with TDFs projected to hold more than half of all retirement plan assets by 2025.
Investment Focus
Tactical Glide Paths
More TDF fund managers choose to deviate from a fund’s allocation.
Correlating Market Share and Quality in the TDF Marketplace
The largest funds tend to have the highest ratings from objective third parties, while the smallest funds generally fail to receive positive marks.
Investment Product and Service Launches
FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool;...
What Prolonged Low Rates Mean for TDF Investors
While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new...
Willis Towers Watson Outlines DC Plans 3.0
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.
Investment Product and Service Launches
Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.
Dissecting the Custom Target-Date Fund Market
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...
Investment Product and Service Launches
HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new...
Mixed TDF Investors Need to Be Prodded to Other Strategies
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,...
Another Provider’s TDFs Called Out in ERISA Lawsuit
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.
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans.