Data and Research | February 19th, 2021 Participants Are Saving More With ‘TDF-Plus’ Strategies A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those...
Investing | February 17th, 2021 Evaluating ‘To’ vs. ‘Through’ Glide Paths The goal for account balances and participants’ distribution behavior at retirement can help plan sponsors determine which glide path is...
Investing | February 2nd, 2021 Understanding TDF Glide Paths Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.
Compliance | January 21st, 2021 Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan The lawsuit says the target-date funds were selected for the plan despite having no performance history and, when they continued...
Products | December 17th, 2020 Investment Product and Service Launches Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds;...
Products | December 15th, 2020 Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...
Investing | December 14th, 2020 Guaranteed Income, Private Equity Coming Soon to a TDF Near You Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...
Investing | November 19th, 2020 How Human Capital Should Dictate Asset Allocation One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.
Compliance | November 4th, 2020 Use of Proprietary Target-Date Suite Challenged in ERISA Suit Another self-dealing lawsuit has been filed in federal court, this one seeking $34 million in alleged damages.
Compliance | November 2nd, 2020 Allstate Sued Over TDFs Offered in 401(k) The lawsuit says the target-date funds had underperformed since they were created and resulted in a loss of $65 million...
Investing | October 21st, 2020 Revisiting the DOL’s 2013 TDF Tips Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.
Compliance | October 8th, 2020 Plaintiffs Abandon Their Lawsuit Over Principal CIT TDFs The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...
Compliance | September 18th, 2020 Former Intel Plan Participant Reiterates His Claims Now that the U.S. Supreme Court has decided the ‘actual knowledge’ issue, perhaps the industry will get a court ruling...
Compliance | September 3rd, 2020 Biogen Targeted in Recent Suit About Use of Fidelity TDF Suite The lawsuit challenges Biogen’s use of the actively managed Freedom Funds over the index version of the target-date fund suite.
Compliance | July 2nd, 2020 Use of Fidelity Active Management Funds Questioned in Court Multiple lawsuits have been filed recently that question the offering of active management funds to retirement plan participants.
Compliance | June 26th, 2020 Lawsuit Says Plan Fiduciaries Should Have Chosen Less Expensive CITs Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...
Opinions | June 24th, 2020 Income as the Outcome: Sustaining Your Participants Throughout Retirement Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus...
Investing | June 22nd, 2020 Do Standard Glide Path Illustrations Obscure Key Information? The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.
Investing | May 6th, 2020 QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Investing | May 5th, 2020 Prudent Investment Review Processes Need Not Change During Volatility However, serious downturns can reveal risks plan sponsors didn’t know they had.