Tag: Target-Date

Results outweigh the retirement plan sponsor costs.

Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.

The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts...

The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.

If the target-date fund (TDF) is the most important feature of a given retirement plan, shouldn’t the choice of TDF...

Among the 25 funds added are retirement target-date funds (TDFs), the Equity Income Fund and the Small-Cap Value Fund.

401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty...

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...

Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC...

Pensionmark rolls out new investment reporting tools; American Century enhances One Choice Target-Date Portfolios; Nationwide partners with Hueler for new...

Larger plans are taking the lead in moving away from proprietary TDFs, and research shows plan sponsors are also moving...

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be...

Brett Wander and Jake Gilliam of Charles Schwab say plan sponsors should consider re-examining their TDF fixed-income allocations, with an...

TDFs typically address risk by switching to fixed income as opposed to equity as a participant ages, but a closer...

Asset managers are taking the next steps in TDF innovation and many are eyeing strategic beta for higher returns and...

MFS adds R6 Shares to 20 more mutual funds; T. Rowe Price releases High Yield Fund; Vanguard announces latest fund...

In the U.S., TDFs have consistently had positive gaps because U.S. investors contribute to their 401(k) savings with every paycheck,...

A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing...

PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.

With TDFs dominating the DC market, fund managers are looking at new ways to enhance these vehicles and face the...