Tag: target-date funds

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.

Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.

Sixty-four percent of participants in their 20s own a TDF.

There were no above-normal trading days in July, the first month this has happened since June 2017.

Greg Porteous, head of defined contribution intermediary distribution at SSGA based in Boston, says he sees the lowering of target-date fund (TDF) investment fees as a way to attract more 403(b) plan clients for two reasons.

Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.

Investors in TDFs need to look beyond price tags to investment strategy to determine the appropriateness of the fees and should be mindful of the relatively tight dispersion of returns within TDF categories, Morningstar warns.

Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.

It would also be good for them to include emerging markets equities, target-date funds, alternatives, international bonds and specialty bonds.

Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.  

Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it. 

Panelists discussed numerous investment options that can push additional retirement savings. 

The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products. 

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.

It also enables them to negotiate lower fees, Vanguard says.

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.

Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans.