TDFs Archives | Page 2 of 7

Opinions | November 1st, 2021

Rethinking Target-Date Fund Risk

John Ruth, with Build Asset Management, says low fixed-income returns and a need for more customization calls for more evaluation...

Data and Research | October 25th, 2021

Older Participants Are Increasing Exposure to TDFs

EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent...

Opinions | October 13th, 2021

Managed Accounts and Target-Date Funds Are Not a Zero-Sum Game

David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces...

Deals and People | August 25th, 2021

Industry Ripe for Development of Retirement Income Products and Solutions

David Blanchett, QMA’s newest managing director and head of retirement research, talks about the growing importance of retirement income solutions...

Products | July 29th, 2021

Investment Product and Service Launches

Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...

Investing | July 19th, 2021

Older TDF Investors Can Get Burned by High Equity Exposures

They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they...

Compliance | July 19th, 2021

Judge Moves Forward Lawsuit Challenging Use of Active TDF Suite

She found the allegations were sufficient to plausibly allege a fiduciary breach and said the determination for appropriate benchmarks for...

Data and Research | July 13th, 2021

High Equity Allocations at Retirement a Dangerous Path for Retirement Income

A TDF with a moderate equity allocation at retirement and an inflation-protected bond portfolio that uses LDI principles mitigates the...

Data and Research | May 27th, 2021

Contributions to TDFs Fell As the Market Rebound Increased Assets

The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.

Compliance | May 17th, 2021

SECURE 2.0 Calls for Guidance on Asset Allocation Fund Benchmarks

The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark...

Compliance | May 10th, 2021

Senate and House Committees Ask GAO to Review TDFs

They say that even as target-date funds have grown more popular, their expenses and risk allocations vary considerably.

Data and Research | May 4th, 2021

Academics Say TDF Managers Take Advantage of Low-Attention Investors

The three professors say their research shows the importance of transparency.

Products | April 20th, 2021

Solution Aims to Address Challenges With Annuity Adoption in 401(k)s

Embedded in TDFs, an annuity product that provides lifetime income and growth and can be traded every day just like...

Investing | March 24th, 2021

Why a Handful of Sponsors Offer More Than One TDF Family

Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.

Investing | February 23rd, 2021

Benchmarking Custom TDFs Is Not an Exact Science

However, there are methods to create a benchmark, and consultants and investment managers should be able to help.

Data and Research | February 19th, 2021

Participants Are Saving More With ‘TDF-Plus’ Strategies

A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those...

Investing | February 17th, 2021

Evaluating ‘To’ vs. ‘Through’ Glide Paths

The goal for account balances and participants’ distribution behavior at retirement can help plan sponsors determine which glide path is...

Investing | February 2nd, 2021

Understanding TDF Glide Paths

Glide paths aren’t just a change in equity and fixed income allocations, there are changes to investment types, too.

Compliance | January 21st, 2021

Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan

The lawsuit says the target-date funds were selected for the plan despite having no performance history and, when they continued...

Products | December 17th, 2020

Investment Product and Service Launches

Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds;...

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