Volatility Prompts 401(k) Investors to Increase Trading
Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Tag: target-date funds
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.
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’...
Opinions |
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.
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 |
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).
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 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...
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Investment Product and Service Launches
J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.
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...
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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...