Tag: target-date funds (TDFs)

J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.

Most 401(k) trading in the month favored fixed income investments.

Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...

Twenty-two percent do not know how their assets are invested, Legg Mason found in a survey.

The guide provides a checklist for periodic reviews, key questions to ask and items to consider.

A retirement plan’s default investment could have drawbacks for some employees.

Ninety-four percent said they would keep all or at least some of their money in a target-date fund that guaranteed...

Many participants see the match percentage as a suggestion for how much to save; the majority of participants support automatic...

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.

Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.

Sixty-four percent of participants in their 20s own a TDF.

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.

The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.

Among those who did trade, the majority put assets into fixed income vehicles.

Most retirement plan participants would like savings and investing guidance, a survey finds.

SSGA is following the trend of providers lowering investment fees, and sees an opportunity to attract 403(b) plan sponsors.

Lincoln Financial creates personalized target-date portfolios; Aon Hewitt-managed pooled funds claim compliance with GIPS; Vanguard launches Global Credit Bond Fund;...

Most Millennials are appropriately invested, with 90% of their portfolios in equities.

Morningstar warns that the distinction between "active" and "passive" target-date series has become more muddled in recent years.