More TDF Underperformance Lawsuits Emerge Across US
Among the latest major employers to be sued under ERISA for alleged underperformance of default investment options are Marsh &...
Tag: TDFs
Microsoft Latest Target of Lawsuits Over TDF Suite
The lawsuit claims that chasing low fees is currently “in vogue” and that fiduciaries gave no consideration to the funds’...
Recent TDF Performance Lawsuits Raise Insurer Ire
One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can...
Passive TDF Performance Scrutinized in Latest String of ERISA Lawsuits
A new complaint against Booz Allen Hamilton alleges that ‘a simple weighing of the merits and features of all other...
Real Asset Allocations in Target-Date Funds
Real asset allocations are important for select plan participants.
Growing Inclusion of Alts in DC Plans
Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to...
PSNC 2022: The Evolving DC Plan Investment Menu
Customization and, more recently, inflation hedging are considerations for defined contribution plan investment lineups.
Are Millennials on Track for a Secure Retirement?
Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.
$3.5M Settlement Reached in Coca-Cola Consolidated ERISA Suit
The settlement also includes ‘meaningful non-monetary relief’ related to the ongoing management and administration of the company’s defined contribution plan.
Why Have Balanced Funds Been Given the Short Shrift?
Their performance only matches that of TDFs for a certain age cohort, but there are other circumstances for which they...
Retirement Plan Menus Shift With the Times
A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the...
Adjusting TDFs Amid Jittery Markets
One of the obvious and lasting appeals of multi-asset-class portfolios such as TDFs is their potential to provide retirement plan...
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Investment Product and Service Launches
State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.
Retirement Income Solutions Have Slowly Progressed in 2021
Despite employers, plan participants, retirees and near-retirees showing greater interest in lifetime income options, adoption by plan sponsors has remained...
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Investment Product and Service Launches
BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls...
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Investment Product and Service Launches
Nasdaq to offer Alpha Peer Universes; OneAmerica launches adviser managed account service; PGIM Investments launches new bond funds; and more.
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Investment Product and Service Launches
Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; and Equitable announces...
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Investment Product and Service Launches
Dimensional lists four fixed-income ETFs; Vontobel rolls out fixed-income strategies in the U.S.; Fidelity launches Guaranteed Income Direct; and more.
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Investment Product and Service Launches
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; and Hartford Funds announces new semi-transparent ETF.
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Investment Product and Service Launches
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire...