The Markets September 7th, 2023 Can ETFs Work in 401(k)s With Mutual Fund Rebranding? F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...
Products August 8th, 2023 TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.
The Markets July 19th, 2023 American Funds Sees Strongest TDF Inflows in Q2 Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.
Products May 31st, 2023 Retirement Income Today: How Advisers Can Leverage GLWBs In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
The Markets April 24th, 2023 TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21 American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.
Products April 13th, 2023 Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Products April 4th, 2023 Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It? Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
The Markets March 28th, 2023 TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
In Practice March 8th, 2023 The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.
The Markets February 14th, 2023 Collective Trusts Expected to Top Mutual Funds as Primary Target-Date Vehicles in 2023 Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds.
The Markets February 10th, 2023 Putnam Adds Sustainable Retirement TDFs Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.
Compliance August 15th, 2022 More TDF Underperformance ERISA Lawsuits Filed The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date...
Compliance August 4th, 2022 Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance Microsoft is the latest target in a string of lawsuits over the performance of a popular TDF suite.
Compliance August 3rd, 2022 The Most ‘Outrageous’ ERISA Complaints Yet Filed? One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent...
Compliance August 2nd, 2022 Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds...
Data & Research February 15th, 2022 DC Plan Investment Menu Evolution Continues One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
The Markets January 27th, 2022 The Art of Building TDF Glide-Paths Amid Market Disruption One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Products December 23rd, 2021 Investment Product and Service Launches State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.
Products December 16th, 2021 Investment Product and Service Launches BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls...