Browsing Tag
Target Date Funds (TDF)
325 posts
Target date funds (TDF) , also known as lifecycle or target-retirement funds, are investment funds designed to automatically adjust their asset allocation over time to become more conservative as a specific target date (usually a retirement year) approaches. They offer a convenient “set-it-and-forget-it” approach to investing, particularly for retirement savings.
Fixed Income, Private Assets, TDFs, Among Top Innovations for DC Plan Sponsors
Plan consultants and aggregators list key investment trends among clients in the next year in PIMCO findings
Fidelity Expanding TDF Lineup with Addition of Guaranteed Income Solution by Early 2027
New Fidelity Freedom Lifetime series will combine company’s target-date investing expertise with a guaranteed income option backed by Nationwide and New York Life
DC Pulse: Your Source for the Latest Research, Regulations & Trends in the DC Marketplace
April 2026 – Research, regulations, returns and trends
EBRI/ICI Study Finds Strong Long-Term Retention in Target Date Funds
New research tracking 700,000 participants over 6 years found most investors who were fully allocated to TDFs stayed invested
Positioning ‘To’ vs. ‘Through’ Glide Paths: Top Considerations for Plan Sponsors
Among the many roles of retirement plan advisors includes explaining target-date fund glide paths to clients. Below are the key items to consider
True Risk in Target Date Funds Far Exceeds Perceptions
Ron Surz says a repeat of 2008—or worse—is a real possibility
Exploring the Target Date Landscape with Mercer’s Preet Prashar
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TDF trends for 401(k) advisors.
Executive Q&A: Refining Accumulation Strategies Through TDFs with MFS’ Jeri Savage
MFS Lead Retirement Strategist explains why target-date funds are still the dominant investment vehicle with the strongest savings accumulation
$4.8 Trillion and Growing: Why Traditional TDFs are Still Key to 401(k) Success
With assets surging and adoption near universal, target-date funds remain the QDIA of choice, even as industry leaders debate how to adapt them for a new generation of retirees
Target Date Funds: A 401(k) Specialist Deep Dive
Explore our Q2 2026 Deep Dive into target-date funds (TDFs). Discover the latest industry trends, retirement income solutions, and accumulation strategies for 401(k) advisors.