Browsing Tag
Target Date Funds (TDF)
268 posts
Smart Personalized 401(k) Investments
Ron Surz says personalization is for the wealthy because they do not default. For the poor who do default, the answer is “personalized” safety for all in their QDIA
Personalized Target Date Accounts Provide Ability to Manage Risk Preferences
Ron Surz says fund managers are coming to market with PTDAs melding target date glidepaths with managed accounts, removing the one-size-fits-all shortcoming of TDFs
The Road to Better Retirement Outcomes with MFS’ Jeri Savage
In this episode, discover retirement saving trends, financial priorities, and misconceptions about target date funds from the latest MFS survey.
Echo Boomers are the Next Retirement Wave. What Will Target Date Funds Look Like for Them?
While Baby Boomers will likely not benefit from TDF improvements, Ron Surz says Millennials should
Recommendations to the ERISA Advisory Council Regarding Target Date Funds
Ron Surz stresses that TDFs need better protections in recommendations to the Council
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake mutual funds
What Baby Boomers Need to Know About Target Date Funds, and Why
Ron Surz says excessive risk is the most important TDF characteristic and laments attention given to things that don’t matter
How America Saves? At a Record Pace in 401(k), Vanguard Finds
Report out today shows 401(k) participants continued to save at the highest level ever in 2023, thanks largely to auto-enrollment bumping participation rates
The Right Way to Select a QDIA
Fully documenting the process of analyzing and selecting a strategy that aligns with participant demographics provides the highest level of legal protection for your QDIA selection
Plan Sponsors Focused on Reining in Fees: Callan
2024 DC Trends Survey shows reviewing plan fees a top priority