Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Tag: target-date funds (TDFs)
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
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Investment Product and Service Launches
Investment Metrics releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider;...
AB Closing Mutual Fund TDF Series
"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...
The Role DC Plan Investment Menus Play in Participant Savings
Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
SEC Finds Concerns About Money Market Funds and TDFs
Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’...
Prudence, Performance and Quality in Target-Date Funds
Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of...
Opinions |
Balancing Longevity and Market Risk in Enhanced TDFs
A managed volatility approach can significantly improve target-date funds’ risk and return profile—especially helpful for participants near retirement.
Room for More Innovation in the QDIA Sphere
While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more...
Opinions |
5 Things to Consider When Selecting TDFs for Your Retirement Plan
A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).
Points to Consider When Evaluating TDFs
“Diversification should be happening on all levels," says Jake Tshudy, with SEI Institutional.
Report Examines Links Between TDF Quality and Market Share
A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...
Participants Invested in TDFs Contribute Less to Retirement Accounts
Surprising actions from retirement plan TDF investors offer lessons for plan sponsors and indicate a need for more innovation in...
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Investment Product and Service Launches
J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.
DC Plans 3.0 Will Really be Tailored to Individual Situations
Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and...
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Investment Product and Service Launches
Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...
A Target-Date Fund Industry Snapshot
The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.
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Investment Product and Service Launches
John Hancock announces second round of reduced fees, and Voya Financial releases new TDF solution.
Mixed TDF Investors’ ‘Sophistication’ May Be Hurting Them
Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more...
Lawsuit Over TDFs Names Provider as Defendant
Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan...