Tag: target-date funds (TDFs)

Speakers discussed which demographics might be best suited for solutions more personalized than the average target-date fund.

Equitable debuts TDF series and bitcoin-linked RILA; Transamerica offers caregiving support from Empathy; T. Rowe Price adds 3 active ETFs;...

The new framework will provide sponsors with a framework to create a ‘pension-like,’ customized target-date fund.

The recordkeeper found target-date funds and automatic enrollment are key factors in simplifying investment options.

On the 20th anniversary of the Pension Protection Act, a Sway Research report finds target-date funds have entered a new...

The move saved participants a collective $450,000 in investment expenses.

The EBRI/ICI study found that 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years. 

Assets in the funds were up nearly 70% in the previous year, as of March 31.

While the Department of Labor estimated a $178 billion inflow to target-date funds based on its proposed safe harbor, plan...

The Department of Labor’s $178 billion-per-year estimate would mean private assets make up nearly 3.7% of target-date funds, the dominant...

Respondents reported concerns about potential cuts to government programs, steep debt, high health care costs and elevated housing prices.

Industry experts warn pre-retirees need the most assurance.

A preview of the company’s 2026 ‘How America Saves’ report revealed the average participant account balance increased by 13% from...

Assets in U.S. mutual fund and CIT target-date series grew 21% last year, Sway Research revealed.

Plan sponsors have shifted toward offering passive and blended TDFs and terminating managed accounts, NEPC found in a recent survey.

Participants picking target-date fund investments were 13 percentage points more confident about achieving savings goals than those who did not,...

Allocations within defined contribution plans increased by roughly 2.5% per year over 11 years.

The series marks the industry’s latest push to offer participants a steady paycheck for life.

Rebecca Tadikonda shares how the firm’s new institutional share class brings a retirement income option to larger plans.

Industry experts shared what plan sponsors and their advisers should look for in a target-date fund—and how to layer in...