Tag: target-date funds

The soda distributor was accused of offering a suite of ‘underperforming’ target-date funds in its 401(k) plan, as well as...

June 2024 data from Morningstar show collective investment trust target-dates account for 50.5% of assets, surpassing mutual fund target-dates.

Government support and the efforts of recordkeepers will be crucial to increase the use of annuities in target date funds.

Fidelity is seeking agreement from shareholders to reorganize funds offered through Fidelity Personal & Workplace Advisors LLC by RIA Strategic...

Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.  

Connecticut-based energy company Avangrid is among the first plan sponsors to implement BlackRock’s LifePath Paycheck.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee...

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions,...

Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...

Plan sponsors should consider their participants’ retirement income needs, ease of use, personalization and cost when evaluating qualified default investment...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....

In 2022’s second quarter, average retirement plan balances dropped less than the S&P, which was down 16.1% for the period.

The lawsuit claims that chasing low fees is currently “in vogue” and that fiduciaries gave no consideration to the funds’...

Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.   

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.