Tag: TDFs

The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...

Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...

One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.

Another self-dealing lawsuit has been filed in federal court, this one seeking $34 million in alleged damages.

The lawsuit says the target-date funds had underperformed since they were created and resulted in a loss of $65 million...

Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.

The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs...

Now that the U.S. Supreme Court has decided the ‘actual knowledge’ issue, perhaps the industry will get a court ruling...

The lawsuit challenges Biogen’s use of the actively managed Freedom Funds over the index version of the target-date fund suite.

Multiple lawsuits have been filed recently that question the offering of active management funds to retirement plan participants.

Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive...

Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus...

The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.

However, serious downturns can reveal risks plan sponsors didn’t know they had.

The judge rejected the defendants’ argument that the complaint cannot be based solely on the funds’ underperformance but must contain...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

Various beneficial changes to retirement savings portfolios made by investing in TDFs could enhance retirement wealth by as much as...