Tag: target-date funds

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.

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...