Tag: Target-Date

With TDFs dominating the DC market, fund managers are looking at new ways to enhance these vehicles and face the...

The firm is promoting these funds as the first of its kind to offer access to direct real estate through...

The second highest priority listed by plan consultants is an evaluation of investment fees.

It stands to reason that some target-date fund investors may be leaving the products and their workplace plans in order...

The complaint specifically calls out the use of BlackRock target-date funds which it says use excessive fund layering, subjecting participants...

A court found the plaintiff in the case had actual knowledge of the facts comprising his claims more than three...

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

People younger than 30 truly are "do-it-for-me" investors.

Eighty-eight percent of target-date mutual fund assets were held through defined contribution (DC) plans, ICI finds.

Targeted at small employers, this turnkey solution aims to combine Morgan Stanley’s investment and fiduciary services with the administrative and...

A new study by Vanguard offers insight into TDF adoption trends

HealthSavings Administrators launches HSA with Franklin Templeton funds; Natixis ESG TDF on the horizon; Wilshire Associates rolls out equity hedge...

Pantheon targets DC plans for private equity strategies; John Hancock overhauls TDF suite; Vanguard lowers expense ratios on 21 fund...

TIAA adds guaranteed income components to TDFs; Virtus launches Municipal Bond ETF; Alger revamps ESG fund; and more.

While there was some reaction to major events in 2016, 401(k) participants mostly stayed the course in their investments.

Including private equity into the asset class mix of a DC plan participant’s TDF could generate additional savings of $484,168,...

This is a shift from an emphasis on fiduciary risk in fund selection, a study finds.

Prudential launches new TDF suite; Natixis releases ESG TDFs; and Vanguard reports reduced expense ratios.

Glide paths, investment management style and fees are all crucial to TDF selection in a changing market.