Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’ prospectus disclosures.
Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of market stress.
Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to fixed income.
A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in relation to its peers in the target-date category.
Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, they need to reconsider allocations.
Data shows passive U.S. equity assets have passed active U.S. equity assets, but there are pros for each and retirement plan sponsors should have the right goal in...
MassMutual discusses four main strategies for limiting or eliminating defined benefit plan risks over time: hibernating risks, establishing glide paths, hedging risks by re-allocating investment assets and shifting...
A report from Schwab found self-directed brokerage accounts can result in good outcomes, but a brokerage window is not for every retirement plan.
Advisers say being easily influenced by recent news is the No. 1 investor misstep, a survey found.
Some defined contribution plan investments may already include real estate investments in their underlying portfolio, but if not, plan sponsors may consider real estate investment trusts or direct...
“For investors with long-term time horizons, international equity markets offer diversification and present a meaningful opportunity," says Nigel Bliss, with Mondrian Investment Partners.
Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more susceptible to mixing TDFs and how they mix...
Yet, aside from keeping themselves healthy, they need to realize that with increasing longevity, retirees are no longer considered short-term investors.
Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for their plan lineup.