Research Shows Workers’ Poor Grasp of Target-Date Funds
Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.
Tag: target-date funds (TDFs)
ERISA Suits Against Capital One and Booz Allen Hamilton Dismissed
The attorney for the plaintiffs says they will likely amend their lawsuits and re-submit after dismissal in U.S. District Court.
GAO Report Reviews Retirement Security Efforts Outside the US
A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....
Target-Date Glide Paths Are Not Personalized Across Industries
Plan sponsors across industry sectors and with widely different wages for workers are using essentially the same target-date fund glide...
Workers Weather Market Uncertainty to Save for Retirement
In 2022’s second quarter, average retirement plan balances dropped less than the S&P, which was down 16.1% for the period.
More TDF Underperformance Lawsuits Emerge Across US
Among the latest major employers to be sued under ERISA for alleged underperformance of default investment options are Marsh &...
Microsoft Latest Target of Lawsuits Over TDF Suite
The lawsuit claims that chasing low fees is currently “in vogue” and that fiduciaries gave no consideration to the funds’...
Recent TDF Performance Lawsuits Raise Insurer Ire
One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can...
Passive TDF Performance Scrutinized in Latest String of ERISA Lawsuits
A new complaint against Booz Allen Hamilton alleges that ‘a simple weighing of the merits and features of all other...
Retirement Confidence Has Declined Across Generations
Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Mega DC Plans Nudge Workers to Increase Savings
The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...
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Investment Product and Service Launches
Northern Trust Front Office Solutions enhances liquidity management solutions for asset owners and Wilshire brings to market third-gen factor index...
Real Asset Allocations in Target-Date Funds
Real asset allocations are important for select plan participants.
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Investment Product and Service Launches
LeafHouse Financial Services announces new DCIO service; Schwab Asset Management reduces fees on 10 funds; and Russell Investments expands personalized...
Growing Inclusion of Alts in DC Plans
Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to...
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Investment Product and Service Launches
Robeco launches quant credit strategy focused on SDGs and climate, and MSCI launches next generation of equity factor models.
PSNC 2022: The Evolving DC Plan Investment Menu
Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.
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Investment Product and Service Launches
Putnam Investments to launch five new investment strategies; Nationwide adds two new death benefit features; and Broadridge launches multi-account collective...
Are Millennials on Track for a Secure Retirement?
Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.