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.
Tag: target-date funds
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.
The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs.
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.
First Trust Launches Index Based ETF; BCG Adds Stadion 401(k) Managed Account on Recordkeeping Platform; Mercer Partners With Investment Metrics for Client Reporting; and more.
Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.