High Equity Allocations at Retirement a Dangerous Path for Retirement Income
A TDF with a moderate equity allocation at retirement and an inflation-protected bond portfolio that uses LDI principles mitigates the...
Tag: target-date funds
Contributions to TDFs Fell As the Market Rebound Increased Assets
The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.
SECURE 2.0 Calls for Guidance on Asset Allocation Fund Benchmarks
The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark...
Senate and House Committees Ask GAO to Review TDFs
They say that even as target-date funds have grown more popular, their expenses and risk allocations vary considerably.
Academics Say TDF Managers Take Advantage of Low-Attention Investors
The three professors say their research shows the importance of transparency.
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Solution Aims to Address Challenges With Annuity Adoption in 401(k)s
Embedded in TDFs, an annuity product that provides lifetime income and growth and can be traded every day just like...
Why a Handful of Sponsors Offer More Than One TDF Family
Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.
Benchmarking Custom TDFs Is Not an Exact Science
However, there are methods to create a benchmark, and consultants and investment managers should be able to help.
Participants Are Saving More With ‘TDF-Plus’ Strategies
A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those...
Evaluating ‘To’ vs. ‘Through’ Glide Paths
The goal for account balances and participants’ distribution behavior at retirement can help plan sponsors determine which glide path is...
Understanding TDF Glide Paths
Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.
Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan
The lawsuit says the target-date funds were selected for the plan despite having no performance history and, when they continued...
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Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds;...
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Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income
The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...
Guaranteed Income, Private Equity Coming Soon to a TDF Near You
Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...
How Human Capital Should Dictate Asset Allocation
One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.
Allstate Sued Over TDFs Offered in 401(k)
The lawsuit says the target-date funds had underperformed since they were created and resulted in a loss of $65 million...
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.
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...
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...