Tag: TDFs

Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus...

The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.

However, serious downturns can reveal risks plan sponsors didn’t know they had.

The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...

Many people are confused about how to invest in retirement, so they will need help before and after they do...

PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active...

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...

Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.

Research finds including private equity in balanced and target-date funds offers return and diversification benefits.

Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...

Do managed accounts or larger investment menus encourage participants to add more to their DC plans?

Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’...

A managed volatility approach can significantly improve target-date funds’ risk and return profile—especially helpful for participants near retirement.