Industry Ripe for Development of Retirement Income Products and Solutions
David Blanchett, QMA’s newest managing director and head of retirement research, talks about the growing importance of retirement income solutions...
Tag: target-date funds
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Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...
Older TDF Investors Can Get Burned by High Equity Exposures
They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they...
Judge Moves Forward Lawsuit Challenging Use of Active TDF Suite
She found the allegations were sufficient to plausibly allege a fiduciary breach and said the determination for appropriate benchmarks for...
High Equity Allocations at Retirement a Dangerous Path for Retirement Income
A TDF with a moderate equity allocation at retirement and an inflation-protected bond portfolio that uses LDI principles mitigates the...
Contributions to TDFs Fell As the Market Rebound Increased Assets
The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.
SECURE 2.0 Calls for Guidance on Asset Allocation Fund Benchmarks
The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark...
Senate and House Committees Ask GAO to Review TDFs
They say that even as target-date funds have grown more popular, their expenses and risk allocations vary considerably.
Academics Say TDF Managers Take Advantage of Low-Attention Investors
The three professors say their research shows the importance of transparency.
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Solution Aims to Address Challenges With Annuity Adoption in 401(k)s
Embedded in TDFs, an annuity product that provides lifetime income and growth and can be traded every day just like...
Why a Handful of Sponsors Offer More Than One TDF Family
Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.
Benchmarking Custom TDFs Is Not an Exact Science
However, there are methods to create a benchmark, and consultants and investment managers should be able to help.
Participants Are Saving More With ‘TDF-Plus’ Strategies
A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those...
Evaluating ‘To’ vs. ‘Through’ Glide Paths
The goal for account balances and participants’ distribution behavior at retirement can help plan sponsors determine which glide path is...
Understanding TDF Glide Paths
Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.
Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan
The lawsuit says the target-date funds were selected for the plan despite having no performance history and, when they continued...
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Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds;...
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Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income
The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...
Guaranteed Income, Private Equity Coming Soon to a TDF Near You
Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...
How Human Capital Should Dictate Asset Allocation
One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.