Tag: Target-Date

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans. 

 

 

The funds need broader asset allocation and open architecture, according to the investment firm.

The funds aim to provide returns in line with market indexes.

The firm has added a 2055 fund to its target-date fund series.

Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...

The CITs will be based on Morningstar Indexes and sub-advised by Morningstar Associates.

Automated investment solutions provide comfort, as well as diversification, for retirement plan participants.

Extreme equity investing in DC retirement plans has declined.

When evaluating and choosing a target-date fund, plan sponsors need a definitive process in place to support decision-making.

DC plan participants who choose their own investments prefer equities, Northern Trust finds.

Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.

One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too...

Using the SunGard Global Network Funds platform, Northern Trust offers more flexibility to support trading for multi-manager white label funds...

Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal...

Nearly four out of 10 retirement plan participants are not familiar with all the investment options in their plan.

Vanguard says it is expanding its family of target-date funds, with plans to introduce a new line of low-fee Institutional...

Saving enough and investing appropriately are key to improving outcomes for retirement plan participants.

Plan sponsors should consider the steps that go into a prudent process for selecting a provider if they want to...

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

A new analysis shows a strong majority of new 401(k) account owners invest in target-date funds or other balanced portfolios.