Tag: target-date funds (TDFs)

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

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

The 4th Circuit Court of Appeals will consider Genworth’s argument against class certification previously granted by a district court. 

Simfund data show target-date-fund assets, popular in retirement plans, boosted in part by passive investment inflows.

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

Plan sponsors have a number of factors to consider when comparing investment, insurance and drawdown options for their participants. 

Understanding the average age of participants and how employees are allocated in their investments are some factors plan sponsors should...

For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried...

Plan sponsors may need additional time and processes to consider qualified default investment alternatives, as various TDFs, managed accounts and...

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.  

Plan sponsors can access the AllianceBernstein Secure Income Portfolio.

GAO reports that the DOL does not offer adequate guidance on how to interpret differences across TDFs.

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

Fourteen plan sponsors have already signed on to offer the guaranteed income product, which functions like a target-date fund, to...

By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.

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

In two separate cases, AT&T is once again a target for a pension risk transfer it conducted with Athene, and...

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.