Tag: TDFs

A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).

A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in...

Surprising actions from retirement plan TDF investors offer lessons for plan sponsors and indicate a need for more innovation in...

J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.

Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and...

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...

The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.

John Hancock announces second round of reduced fees, and Voya Financial releases new TDF solution.

Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more...

Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan...

A litigation firm has listed what it is investigating for potential lawsuits over target-date funds (TDFs) in retirement plans, and...

The complaint says the target-date funds used in the plan and as the designated default investment were underperforming from the...

The adoption of enhanced defined contribution (DC) plan features has led to increased plan participation and optimized portfolio construction for...

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...

Fidelity investments is announcing a 14% price reduction on its target-date funds (TDFs), resulting in most of those funds having...

Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return...

While target-date funds (TDFs) are intended to automatically diversify retirement plan participants’ portfolios, Vanguard found nearly one-third mix TDFs with...

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective...