Investing | May 6th, 2020 QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Investing | May 5th, 2020 Prudent Investment Review Processes Need Not Change During Volatility However, serious downturns can reveal risks plan sponsors didn’t know they had.
Investing | May 4th, 2020 Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Compliance | March 18th, 2020 Judge Moves Forward Suit Over Walgreen Plan TDF Mismanagement The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...
Products | February 27th, 2020 Investment Product and Service Launches Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
Participants | February 5th, 2020 Volatility Prompts 401(k) Investors to Increase Trading Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Investing | January 28th, 2020 Research Shows Positive Effects of TDFs Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...
Investing | January 27th, 2020 Don’t Leave Retiring Plan Participants Hanging Many people are confused about how to invest in retirement, so they will need help before and after they do...
Investing | January 23rd, 2020 The Case for TDFs That Mix Active and Passive Management PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active...
Products | January 23rd, 2020 Investment Product and Service Launches Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...
Investing | November 27th, 2019 Updating TDFs to Provide Better Retirement Income Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Investing | November 21st, 2019 Private Equity Could Boost DC Plan Participant Returns Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Investing | November 18th, 2019 The Evolving Nature of TDFs Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
Investing | November 14th, 2019 AB Closing Mutual Fund TDF Series "We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...
Investing | November 14th, 2019 The Role DC Plan Investment Menus Play in Participant Savings Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
Investing | November 11th, 2019 SEC Finds Concerns About Money Market Funds and TDFs Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’...
Opinions | November 5th, 2019 Balancing Longevity and Market Risk in Enhanced TDFs A managed volatility approach can significantly improve target-date funds’ risk and return profile—especially helpful for participants near retirement.
Investing | November 4th, 2019 Room for More Innovation in the QDIA Sphere While TDFs have dominated for over a decade, the industry is recognizing a need for personalization of QDIAs using more...
Opinions | October 29th, 2019 5 Things to Consider When Selecting TDFs for Your Retirement Plan A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).
Investing | October 23rd, 2019 Report Examines Links Between TDF Quality and Market Share A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...