Investing | November 27th, 2019 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.
Investing | November 21st, 2019 Private Equity Could Boost DC Plan Participant Returns Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Investing | November 18th, 2019 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.
Investing | November 14th, 2019 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...
Investing | November 14th, 2019 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?
Investing | November 11th, 2019 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’...
Opinions | November 5th, 2019 Balancing Longevity and Market Risk in Enhanced TDFs A managed volatility approach can significantly improve target-date funds’ risk and return profile—especially helpful for participants near retirement.
Investing | November 4th, 2019 Room for More Innovation in the QDIA Sphere While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more...
Opinions | October 29th, 2019 5 Things to Consider When Selecting TDFs for Your Retirement Plan A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).
Investing | October 23rd, 2019 Report Examines Links Between TDF Quality and Market Share A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...
Participants | October 18th, 2019 Participants Invested in TDFs Contribute Less to Retirement Accounts Surprising actions from retirement plan TDF investors offer lessons for plan sponsors and indicate a need for more innovation in...
Products | October 17th, 2019 Investment Product and Service Launches J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.
Data and Research | October 14th, 2019 DC Plans 3.0 Will Really be Tailored to Individual Situations Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and...
Products | October 10th, 2019 Investment Product and Service Launches Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...
Investing | October 2nd, 2019 A Target-Date Fund Industry Snapshot The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.
Products | September 5th, 2019 Investment Product and Service Launches John Hancock announces second round of reduced fees, and Voya Financial releases new TDF solution.
Investing | August 30th, 2019 Mixed TDF Investors’ ‘Sophistication’ May Be Hurting Them Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more...
Compliance | August 27th, 2019 Lawsuit Over TDFs Names Provider as Defendant Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan...
Investing | August 21st, 2019 Litigators Share What They Investigate for Filing TDF Lawsuits A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and...
Compliance | August 12th, 2019 Walgreen 401(k) Participants Seek $300M in Lawsuit Over TDF Mismanagement The complaint says the target-date funds used in the plan and as the designated default investment were underperforming since they...