TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’
BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...
Tag: target-date funds (TDFs)
Charles Schwab Experts Debunk Passive TDF Myths
A TDF may invest its assets into index-based securities that do not make tactical adjustments as the markets change—but the...
Principal Faces Lawsuit Over Management of TDFs
The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...
Consultants Support Retiree-Focused Investment Options
DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC...
Propriety TDFs Continue to Dominate QDIA Market
Despite an ongoing plan sponsor investment unbundling trend, the majority of TDF providers continue to construct their TDF portfolios using...
Opinions |
Separate Myth From Reality When Considering Passive Target-Date Funds
Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.
Managed Accounts, TDFs and Questions About ‘Alpha’
One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date...
Sponsors Using TDFs, Auto Enroll to Boost Savings
Employer contributions and loans are also prevalent, a Brightscope/ICI report says.
Products |
Investment Products and Services Launches
Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs.
Can DB Plans Offer a Better TDF Selection and Monitoring Framework?
ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the...
Morningstar Paper Lays Out Method to Determine the Best QDIA
“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...
Products |
Investment Products and Services Launches
BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF...
TDFs Have Improved Participant Diversification
About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts...
Products |
Investment Products and Services Launches
Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.
Tactical Asset Allocation Can Protect TDFs From Market Disruptions
However, only small portions of TDFs should be designated for tactical asset allocation.
Opinions |
Target-Date Funds Could Be Costing Your Plan More Than You Know
Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence...
Fiduciary Concerns to Know When Debating Managed Accounts
Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Presenting Managed Accounts as a Service Could Reduce Apprehensions
Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about...
AB Outlines Six Ways to Improve DC Plans Markedly
The first step, AB says, is to replace TDFs from recordkeepers with open architecture, next-gen TDFs.
Participants Split Between Fixed Income and Equities in October Trading
Alight Solutions says there was a 50/50 split of trading days favoring equities and those favoring fixed income.