Tag: target-date funds (TDFs)

In addition, Vanguard found among its book of business a large increase in the number of small businesses offering retirement...

HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.

Seventy percent of employers use target-date funds (TDFs) as the default investment option for their retirement plans, yet ESG versions...

There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.

Panelists discussed recent trends with asset allocation vehicles, and how plan sponsors can help participants comprehend what it all means.

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Franklin Templeton creates additional active funds; Hartford Funds presents ETF focused on fixed income; First Trust introduces actively managed ETF;...

“[When] investors commit to consistent investment regimes, investor returns are strong and the gaps are often positive," Morningstar says.

Vanguard believes it’s an important part of due diligence to consider custom options.

Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step...

When constructing their own retirement portfolio, about 10% of participants still hold extreme allocations—either 0% or 100% equities.

MassMutual introduces new TDFs, and Krane Funds Advisors creates CIT for retirement plans.

According to Jake Tshudy at SEI, “An actuarial valuation approach akin to a DB plan is the best strategy to...

Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book...

However, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...

In light of the market volatility, they fled from equities

Expense ratios of target-date mutual funds averaged 0.44% in 2017; since 2008, ICI explains, the expense ratios of target-date mutual...

Russell Investments Presents New ESG Score Framework; Merrill Lynch Reveals New ESG Portfolios; EDHEC-Risk Institute Reexamines Retirement Products; and more.