Do Standard Glide Path Illustrations Obscure Key Information?
The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.
Tag: target-date funds (TDFs)
QDIAs the Best Place for Participant Assets During Downturns
QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Prudent Investment Review Processes Need Not Change During Volatility
However, serious downturns can reveal risks plan sponsors didn’t know they had.
Current Volatility Shows Weaknesses in TDFs
Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Judge Moves Forward Suit Over Walgreen Plan TDF Mismanagement
The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...
Serving Up Target-Risk Strategies for ‘Forgotten Participants’
The main reason target-risk gave way to target-date is not that target-risk strategies are inherently inferior; instead, target-date funds have...
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Investment Product and Service Launches
Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
Volatility Prompts 401(k) Investors to Increase Trading
Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Research Shows Positive Effects of TDFs
Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...
Don’t Leave Retiring Plan Participants Hanging
Many people are confused about how to invest in retirement, so they will need help before and after they do...
The Case for TDFs That Mix Active and Passive Management
PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active...
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Investment Product and Service Launches
Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...
Do TDF Characteristics Impact Default Acceptance?
For plan sponsors making decisions about default investments, it’s important to understand the underlying drivers of participant behavior.
Updating TDFs to Provide Better Retirement Income
Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
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Investment Product and Service Launches
Investment Metrics releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider;...
AB Closing Mutual Fund TDF Series
"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...
The Role DC Plan Investment Menus Play in Participant Savings
Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
SEC Finds Concerns About Money Market Funds and TDFs
Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’...