Tag: Target Date Fund

“Diversification should be happening on all levels," says Jake Tshudy, with SEI Institutional.

The company calls it a defined outcome system because it is a suite of tools that emphasizes retirement income over...

Seventy percent think their approach will help employees retire at their targeted retirement age, compared to only 43% of plan...

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...

Participation rates were nearly 96% higher for plans—a difference of 40 percentage points—with auto enrollment; the usage of auto escalation...

Use of managed accounts, target-date funds, individual advice and automatic placement into a qualified default investment alternative are on the...

J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.

Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...

Twenty-two percent do not know how their assets are invested, Legg Mason found in a survey.

Sixty-four percent of participants in their 20s own a TDF.

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.

The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.

Most retirement plan participants would like savings and investing guidance, a survey finds.

Most Millennials are appropriately invested, with 90% of their portfolios in equities.

HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.

Franklin Templeton creates additional active funds; Hartford Funds presents ETF focused on fixed income; First Trust introduces actively managed ETF;...

Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step...

In light of the market volatility, they fled from equities

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.