Tag: Target-Date

Nearly 90% of the assets in target-date mutual funds and CITs are controlled by products that invest only in the...

Participants may need even more education surrounding target-date funds and account choices to avoid misusing the investment, says a new...

With interest rates expected to rise, should retirement plan sponsors make changes to bond investment choices?

Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory, according to the Callan Target Date...

New data from Voya shows TDF investors have grown in sophistication and are embracing a deeper definition of diversification. 

Dan Oldroyd with J.P. Morgan provides TDF investment tips for retirement plan fiduciaries.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and...

TDFs may be the main vehicle by which alternative investments in DC retirement plans are increased, suggests one researcher.

While target-date funds may hold the most contributions, they can still co-exist with managed accounts..

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched...

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics”...

Your plan’s target-date funds may be affected by changing exposures to international stocks and bonds.

Plan sponsors and participants stand to gain from advisers shopping around.

New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch unveiled apps that help retirement...

The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.

However, only 23% of small plans permit participants to contribute immediately to their 401(k).

In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9...

We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson...