Tag: target-date funds (TDFs)

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...

Sway Research found assets in income-embedded TDFs were up 25% from the end of 2024.

Employers are warming up to artificial intelligence in retirement planning, but its use remains in the early stages.

The firm announced plans to reduce overall expense ratios by as much as 45%.

A much-anticipated executive order and industry promotion have led to increased attention on private investments’ inclusion in retirement plans, even...

A former director of the PBGC writes that it is time for new language and a new approach toward private...

The product will be a default option for Transamerica retirement plans.

The case, originally filed in 2021, alleges the company violated ERISA by retaining target-date funds that were high cost and...

Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

The soda distributor was accused of offering a suite of ‘underperforming’ target-date funds in its 401(k) plan, as well as...

The 4th Circuit Court of Appeals will consider Genworth’s argument against class certification previously granted by a district court. 

Simfund data show target-date-fund assets, popular in retirement plans, boosted in part by passive investment inflows.

June 2024 data from Morningstar show collective investment trust target-dates account for 50.5% of assets, surpassing mutual fund target-dates.

Plan sponsors have a number of factors to consider when comparing investment, insurance and drawdown options for their participants. 

Understanding the average age of participants and how employees are allocated in their investments are some factors plan sponsors should...

For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried...

Plan sponsors may need additional time and processes to consider qualified default investment alternatives, as various TDFs, managed accounts and...

Government support and the efforts of recordkeepers will be crucial to increase the use of annuities in target date funds.