TDF Market Evolution Improves Product Choice
The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...
Tag: QDIAs
Products |
Fidelity Expanding Managed Account Options
The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.
Millennials Want Employer’s Help with Retirement Savings
DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...
Auto Enrollment Fueling TDF Dominance
A new study by Vanguard offers insight into TDF adoption trends
Plan Sponsors Must Carefully Look 'Under the Hood' of TDFs
With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...
Products |
Empower Launches QDIA That Matures as Participants Do
DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.
DOL Says Lifetime Income Elements Can Be Included in Prudent Default
In response to a question about TIAA’s Income for Life Custom Portfolios, the Department of Labor noted that in the...
TDFs Have Helped Many Ride Out Tough Markets
Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...
Products |
Investment Products and Services Launches
Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.
PANC 2016: The John Hancock Financial Stress Survey
Americans are overwhelmed by financial stress, and plan sponsors and advisers can help reduce it.
QDIAs Expected to Gravitate to Customization, Managed Accounts
Experts believe managed accounts could gradually replace target-date funds as the QDIA.
TDF Market Complexity Brings Opportunity
New Cerulli Associates research offers some timely thoughts on target-date fund customization.
Industry Coming Together with Washington to Improve Retirement Security
PLANSPONSOR spoke with Anne Lester from J.P. Morgan to test her optimism about the potential for any new retirement-related legislation...
SSGA Seeking Sponsors for Mandatory Retirement Plan Bill
The investment firm is meeting individually with Senators and Congressmen on its new national policy proposal.
Participant Demographics Key to TDF Selection
Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...
SSGA Calls for Nationwide, Cohesive Retirement Savings Strategy
Federal law would require all private sector employers to offer a retirement savings plan.
Participants Not Overreacting to Market Swings
100% TDF investors were least likely to react, according to T. Rowe Price
BB&T Finds Itself Targeted in Self-Dealing ERISA Suit
Those in the retirement plan industry hoping for a slowdown in ERISA-based lawsuits will be disappointed to read of a...
Managed Accounts and TDFs Running Parallel
New research from Cerulli Associates argues managed accounts and target-date funds each have distinct roles to play on the retirement...
Active Management Still the Favored Investment Approach
Retirement plan consultants say that active management is important for most major asset classes.