Tag: target-date funds (TDFs)

Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.

The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the...

As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date...

Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant...

Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about...

PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and...

Plan sponsors should consider their participants’ retirement income needs, ease of use, personalization and cost when evaluating qualified default investment...

A judge dismissed a complaint against the retirement plan committee for Cisco, marking the fifth dismissal of similar lawsuits.

Large plan sponsors explain what they look for in quarterly reviews of their plans' qualified default investment alternatives.

Increased market volatility, high inflation, fears of a recession and a lack of retirement income were cited as contributing factors...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns,...

What a prolonged debt ceiling fight could cost retirement investors.

Many plan sponsors have yet to consider retirement income solutions and are hesitant about offering alternative investments.

Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.  

A federal judge found the plaintiffs had not established an adequate peer for the funds’ fees and performance in question.

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

The defined contribution investment provider says the new offering is to meet growing demand from plan sponsors and participants.

Microsoft has been spared one of a string of lawsuits against plan sponsors over putting retirement savers in a BlackRock...

A federal magistrate judge found that the plaintiffs did not adequately state a claim of excessive fees.