Tag: target-date funds (TDFs)

By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

In two separate cases, AT&T is once again a target for a pension risk transfer it conducted with Athene, and...

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to...

Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus,...

The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets...

The plan sponsor and its advisers proved they had conducted the appropriate due diligence in selecting funds and managing the...

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

It is the law of the land.

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee...

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions,...

Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...

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...