Browsing Tag
Target Date Funds (TDF)
262 posts
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
October 2, 2024
Recommendations to the ERISA Advisory Council Regarding Target Date Funds
Ron Surz stresses that TDFs need better protections in recommendations to the Council
September 20, 2024
‘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
September 10, 2024
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
August 13, 2024
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
June 24, 2024
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
May 1, 2024
Plan Sponsors Focused on Reining in Fees: Callan
2024 DC Trends Survey shows reviewing plan fees a top priority
April 30, 2024
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
April 29, 2024
BlackRock’s LifePath Paycheck Now Available in DC Plans
Guaranteed income within target date fund solution launches with 14 plan sponsors, plans totaling $27 billion in TDF assets, available to 500,000 participants
April 24, 2024
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
April 22, 2024