Responsible Approaches to Tactically Managing TDFs
Target-date fund (TDF) providers use tactical strategies to support goals of the funds’ glide paths, but responding to a report...
Tag: target-date funds (TDFs)
Trend in TDF Move to Passive Management Continues
Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective...
A Drop Off in Volatility in January Led to Scant Trading
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
Q4 2018 Market Drop Did Not Deter 401(k) Participants
Long-term 401(k) participation, savings and investing trends have also been positive, due in no small part to automatic plan features,...
DC Plan Sponsors Slow to Adopt Hybrid QDIAs
Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t...
Products |
Investment Product and Service Launches
ProShares unveils ETF suite; TRPC adds Stadion StoryLine to retirement solutions platform; T. Rowe Price creates Dynamic Credit Fund.
Participant Behaviors Can Inform Better Plan Design
J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.
401(k) Participant Trading Returned to Normal in November
Most 401(k) trading in the month favored fixed income investments.
Small Plans Can See Big Results
Sponsors of small DC plans are adopting creative strategies similar to larger plans.
Some Plan Design Choices Could Undermine Participant Outcomes
Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...
Many Participants in the Dark on Their Allocations
Twenty-two percent do not know how their assets are invested, Legg Mason found in a survey.
Products |
Vanguard Offers Guide to Evaluating TDFs
The guide provides a checklist for periodic reviews, key questions to ask and items to consider.
Consider Who Will Select It When Choosing a Retirement Plan Default Investment
A retirement plan’s default investment could have drawbacks for some employees.
Employees Want Retirement Income Certainty
Ninety-four percent said they would keep all or at least some of their money in a target-date fund that guaranteed...
Most Participants Welcome Retirement Savings Help From Plan Sponsors
Many participants see the match percentage as a suggestion for how much to save; the majority of participants support automatic...
Products |
Investment Product and Service Launches
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.
Products |
Investment Product and Service Launches
Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.
Younger Participants Gravitate to TDFs, Balanced Funds
Sixty-four percent of participants in their 20s own a TDF.
TDFs Contribute to CIT Growth in 401(k)s
In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.
Proper Asset Allocation Often Overlooked, Sibson Says
The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.