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.
Investing | May 4th, 2020 Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Compliance | March 18th, 2020 Judge Moves Forward Suit Over Walgreen Plan TDF Mismanagement The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...
Products | February 27th, 2020 Investment Product and Service Launches Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
Participants | February 5th, 2020 Volatility Prompts 401(k) Investors to Increase Trading Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Investing | January 28th, 2020 Research Shows Positive Effects of TDFs Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...
Investing | January 27th, 2020 Don’t Leave Retiring Plan Participants Hanging Many people are confused about how to invest in retirement, so they will need help before and after they do...
Investing | January 23rd, 2020 The Case for TDFs That Mix Active and Passive Management PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active...
Products | January 23rd, 2020 Investment Product and Service Launches Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...
Investing | November 27th, 2019 Updating TDFs to Provide Better Retirement Income Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Investing | November 21st, 2019 Private Equity Could Boost DC Plan Participant Returns Research finds including private equity in balanced and target-date funds offers return and diversification benefits.