Tag: target-date funds (TDFs)

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...

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...