Tag: Target-Date

Defined contribution plan sponsors should provide education in appropriate ways and at appropriate times to help participants understand not only...

BlackRock updates Lifepath TDFs, and SSGA to introduce proprietary indexes to replace terminated Russell indexes.

However, there are considerations about the peripheral risks of offering a custom fund—as a growing handful of DC plan sponsors...

An analysis of defined contribution participant distribution behavior supports the use of “through” target-date funds and the allowance of partial...

Adding a range of high-income generating assets to a traditional retirement-stage TDF portfolio could boost income returns by nearly 40%,...

When it comes to TDFs, one size no longer fits all, and plan sponsors can no longer “set it and...

The lawsuit also calls out excessive revenue-sharing and recordkeeping fees.

Participants surveyed supported auto enrollment, re-enrollment and auto deferral escalation.

Experts believe managed accounts could gradually replace target-date funds as the QDIA.

In an effort to improve the usage of TDFs, plan sponsors are beginning to assess both the number and quality...

The lawsuit asserts that fiduciaries to the Fujitsu Group Defined Contribution and 401(k) Plan hired an investment adviser with no...

The industry has made much more headway on improving participant portfolio construction, says Jean Young with the Vanguard Center for...

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...

However, the rise of automatic enrollment has had an inverse effect on deferral rates, according to the latest How America...

Oppenheimer unveils new infrastructure fund; SEI adds Real Assets Multi-Strategy Fund to CIT; Morningstar ‘Framework’ Helps Glide Path Decisions, and...

New research from Cerulli Associates argues managed accounts and target-date funds each have distinct roles to play on the retirement...

In addition, nearly six in 10 recently hired plan participants invested in target-date funds.

J.P. Morgan says both sponsors and participants are missing out on a great opportunity

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners...

Nearly 90% of the assets in target-date mutual funds and CITs are controlled by products that invest only in the...