Investing | November 4th, 2019 Room for More Innovation in the QDIA Sphere While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more...
Opinions | October 29th, 2019 5 Things to Consider When Selecting TDFs for Your Retirement Plan A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).
Investing | October 23rd, 2019 Report Examines Links Between TDF Quality and Market Share A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...
Participants | October 18th, 2019 Participants Invested in TDFs Contribute Less to Retirement Accounts Surprising actions from retirement plan TDF investors offer lessons for plan sponsors and indicate a need for more innovation in...
Products | October 17th, 2019 Investment Product and Service Launches J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.
Data and Research | October 14th, 2019 DC Plans 3.0 Will Really be Tailored to Individual Situations Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and...
Products | October 10th, 2019 Investment Product and Service Launches Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...
Investing | October 2nd, 2019 A Target-Date Fund Industry Snapshot The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.
Products | September 5th, 2019 Investment Product and Service Launches John Hancock announces second round of reduced fees, and Voya Financial releases new TDF solution.
Investing | August 30th, 2019 Mixed TDF Investors’ ‘Sophistication’ May Be Hurting Them Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more...
Compliance | August 27th, 2019 Lawsuit Over TDFs Names Provider as Defendant Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan...
Investing | August 21st, 2019 Litigators Share What They Investigate for Filing TDF Lawsuits A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and...
Compliance | August 12th, 2019 Walgreen 401(k) Participants Seek $300M in Lawsuit Over TDF Mismanagement The complaint says the target-date funds used in the plan and as the designated default investment were underperforming from the...
Data and Research | July 17th, 2019 Small Business Employees Benefiting From Enhanced DC Plan Design The adoption of enhanced defined contribution (DC) plan features has led to increased plan participation and optimized portfolio construction for...
Opinions | July 15th, 2019 Volatility and TDFs: The Good, the Bad and the Unintended John Greves, Natallia Yazhova and Jake Gilliam, with Charles Schwab, discuss volatility as it relates to target-date funds (TDFs) and...
Products | June 20th, 2019 Investment Product and Service Launches Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...
Investing | June 12th, 2019 401(k) Participant Transfers Increase in May Falling equity returns accelerated the trend this year of participants moving into fixed income investments, according to Alight Solutions.
Products | June 5th, 2019 Fidelity Takes on Vanguard With Fee Reductions Fidelity investments is announcing a 14% price reduction on its target-date funds (TDFs), resulting in most of those funds having...
Investing | April 12th, 2019 Despite Market Rebound, Investors Flocked to Fixed Income in Q119 Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions...
Products | April 11th, 2019 Investment Product and Service Launches Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...