Tag: target-date funds (TDFs)

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.

Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.

The attorney for the plaintiffs says they will likely amend their lawsuits and re-submit after dismissal in U.S. District Court.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....

In 2022’s second quarter, average retirement plan balances dropped less than the S&P, which was down 16.1% for the period.

Among the latest major employers to be sued under ERISA for alleged underperformance of default investment options are Marsh &...

The lawsuit claims that chasing low fees is currently “in vogue” and that fiduciaries gave no consideration to the funds’...