Data and Research | June 22nd, 2015 Many TDFs Fall Short, AllianceBernstein Says The funds need broader asset allocation and open architecture, according to the investment firm.
Products | June 16th, 2015 Pensionmark Introduces Custom TDFs The funds aim to provide returns in line with market indexes.
Products | June 10th, 2015 Franklin Templeton Expands TDF Series The firm has added a 2055 fund to its target-date fund series.
Investing | June 1st, 2015 Risk or Date: What’s Your Target? Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...
Products | May 28th, 2015 UBS to Launch Target-Date CITs with Morningstar The CITs will be based on Morningstar Indexes and sub-advised by Morningstar Associates.
Investing | April 27th, 2015 Automated Investment Solutions Benefit Retirement Plan Participants Automated investment solutions provide comfort, as well as diversification, for retirement plan participants.
Investing | April 20th, 2015 New Plan Design Trends Improved Participant Allocations Extreme equity investing in DC retirement plans has declined.
Investing | April 16th, 2015 Documenting a TDF Selection Process Is Key When evaluating and choosing a target-date fund, plan sponsors need a definitive process in place to support decision-making.
Investing | March 27th, 2015 TDFs and U.S. Equities Attract Flows in DC Plans DC plan participants who choose their own investments prefer equities, Northern Trust finds.
Investing | March 25th, 2015 DC Consultants Focused on Income Questions Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.
Investing | March 24th, 2015 Examining Risk Management in TDFs One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too...
Products | March 11th, 2015 Northern Trust Offers Help with Custom TDFs Using the SunGard Global Network Funds platform, Northern Trust offers more flexibility to support trading for multi-manager white label funds...
Investing | March 9th, 2015 Is Glide Path-Investing Right for Everyone? Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal...
Participants | February 26th, 2015 Participants May Be Overlooking Appropriate Investment Options Nearly four out of 10 retirement plan participants are not familiar with all the investment options in their plan.
Products | February 26th, 2015 Vanguard Adds to Low-Fee TDF Lineup Vanguard says it is expanding its family of target-date funds, with plans to introduce a new line of low-fee Institutional...
Participants | February 19th, 2015 Helping Participants Save More, Invest Better Saving enough and investing appropriately are key to improving outcomes for retirement plan participants.
Administration | January 21st, 2015 How to Assess Providers for Lifetime Income Plan sponsors should consider the steps that go into a prudent process for selecting a provider if they want to...
Data and Research | January 15th, 2015 A New Landscape of TDFs in Retirement Plans About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.
Participants | December 18th, 2014 Most New DC Participants Use TDF or Balanced Fund A new analysis shows a strong majority of new 401(k) account owners invest in target-date funds or other balanced portfolios.
Data and Research | November 18th, 2014 Great Recession Shifted Retirement Expectations Americans' retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring...