Tag: target-date funds

Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds;...

The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...

Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...

One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.

The lawsuit says the target-date funds had underperformed since they were created and resulted in a loss of $65 million...

Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.

The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...

Now that the U.S. Supreme Court has decided the ‘actual knowledge’ issue, perhaps the industry will get a court ruling...

The lawsuit challenges Biogen’s use of the actively managed Freedom Funds over the index version of the target-date fund suite.

Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...

Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus...

However, serious downturns can reveal risks plan sponsors didn’t know they had.

The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...

The main reason target-risk gave way to target-date is not that target-risk strategies are inherently inferior; instead, target-date funds have...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...

Many people are confused about how to invest in retirement, so they will need help before and after they do...