Tag: TDFs

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

“[When] investors commit to consistent investment regimes, investor returns are strong and the gaps are often positive," Morningstar says.

When constructing their own retirement portfolio, about 10% of participants still hold extreme allocations—either 0% or 100% equities.

MassMutual introduces new TDFs, and Krane Funds Advisors creates CIT for retirement plans.

According to Jake Tshudy at SEI, “An actuarial valuation approach akin to a DB plan is the best strategy to...

Average individual 401(k), 403(b) and IRA account balances increased year-over-year, according to the latest cut of data from Fidelity’s book...

However, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...

Expense ratios of target-date mutual funds averaged 0.44% in 2017; since 2008, ICI explains, the expense ratios of target-date mutual...

Russell Investments Presents New ESG Score Framework; Merrill Lynch Reveals New ESG Portfolios; EDHEC-Risk Institute Reexamines Retirement Products; and more.

BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants,...

The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...

DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC...

Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.

Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs. 

“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...

BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF...

Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence on TDFs.

The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.