Academics Say TDF Managers Take Advantage of Low-Attention Investors
The three professors say their research shows the importance of transparency.
Tag: TDFs
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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.
Use of Proprietary Target-Date Suite Challenged in ERISA Suit
Another self-dealing lawsuit has been filed in federal court, this one seeking $34 million in alleged damages.
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...
Biogen Targeted in Recent Suit About Use of Fidelity TDF Suite
The lawsuit challenges Biogen’s use of the actively managed Freedom Funds over the index version of the target-date fund suite.
Use of Fidelity Active Management Funds Questioned in Court
Multiple lawsuits have been filed recently that question the offering of active management funds to retirement plan participants.
Lawsuit Says Plan Fiduciaries Should Have Chosen Less Expensive CITs
Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...