Data and Research | November 7th, 2014 A Researcher's Argument Against TDFs Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be...
Opinions | November 4th, 2014 Exploring the ‘Glide Range’: Today’s New Glide Path Today’s range of available glide paths in target-date funds (TDFs) provides retirement plan sponsors with more choices, yet spurs the...
Compliance | October 29th, 2014 Attorney Explains TDF Annuity Rule October 29, 2014 (PLANSPONSOR.com) – What does the new guidance about annuity investments in target-date funds (TDFs) mean for retirement...
Compliance | October 24th, 2014 Guidance Issued for Including Annuities in TDFs October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...
Opinions | October 10th, 2014 Unbundling the Target-Date Fund October 10, 2014 (PLANSPONSOR.com) - There have been many articles that have detailed the vast differences between the various off-the-shelf...
Products | October 6th, 2014 John Hancock Reduces Fees on Retirement Portfolios October 6, 2014 (PLANSPONSOR.com) – John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to...
Products | October 1st, 2014 Schwab Introduces Low-Fee Passive TDF Share Class October 1, 2014 (PLANSPONSOR.com) – Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust...
Benefits | September 30th, 2014 Employers Look to Enhance 401(k) Investments September 30, 2014 (PLANSPONSOR.com) – A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager,...
Products | September 30th, 2014 TIAA-CREF Launches Lifecycle, Emerging Markets Debt Funds September 30, 2014 (PLANSPONSOR.com) - TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the...
Products | September 12th, 2014 BlackRock Pulls the Plug on Several ETFs September 12, 2014 (PLANSPONSOR.com)– BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.
Opinions | August 12th, 2014 Another Look at TDFs August 12, 2014 (PLANSPONSOR.com) - Over the last several years target-date funds (TDFs) have gained a great deal of popularity,...
Investing | August 6th, 2014 Target-Date and Target-Risk Funds Performing Well August 6, 2014 (PLANSPONSOR.com) – The average target-date fund (TDF) enjoyed nearly a 4% return for the second quarter of...
Opinions | August 1st, 2014 (b)est practices: Target-Date Funds May Need a “Warning Label” August 1, 2014 (PLANSPONSOR.com) - Many qualified plans utilize target-date retirement funds as default funds, the funds into which a...
Products | June 30th, 2014 A New Proposal for Monitoring TDFs June 30, 2014 (PLANSPONSOR.com) – Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the...
Benefits | June 30th, 2014 Lifecycle Investing Through Managed Accounts and ETFs June 30, 2014 (PLANSPONSOR.com) – Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of...
Administration | June 27th, 2014 Target-Date Fund Fees Decrease June 27, 2014 (PLANSPONSOR.com) — In 2013, target-date fund (TDF) fees declined, assets rose and new TDF series were introduced...
Benefits | June 25th, 2014 Small Firm 401(k)s Favor Professionally Managed Investments June 25, 2014 (PLANSPONSOR.com) – More than three-quarters of small business employees who participate in their firms' 401(k) plans have...
Products | June 25th, 2014 BlackRock Enhances LifePath Strategies June 25, 2014 (PLANSPONSOR.com) - BlackRock has added two new strategies to its series of LifePath target-date funds (TDFs) that...
Benefits | June 3rd, 2014 PSNC 2014: Investment Diversification June 4, 2014 (PLANSPONSOR.com) – Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question...
Benefits | June 3rd, 2014 PSNC 2014: One-Size-Fits-All? June 3, 2014 (PLANSPONSOR.com) – At the PLANSPONSOR National Conference in Chicago, four leading experts debated the merits of target-date...