Browsing Tag
Target Date Funds (TDF)
312 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.
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs, falling fees for investors, and growing use of CITs as plan sponsors seek lower-cost retirement defaults
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
Announcement comes as new Sway report shows adoption quickly accelerating
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
Sway Research’s State of the Target-Date Market: Year-end 2025 report shows income target date assets experiencing rapid growth
Confidence in Target Date Funds is a Mistake Waiting to Happen
Ron Surz says the next market crash could expose flaws in TDF glidepaths
TDF Investing Linked to Upticks in Retirement Confidence
Voya’s new survey shows almost all employed TDF investors believe the fund lessens stress with retirement planning
A Simple Formula for Retirement with Dignity
Ron Surz says retiring with dignity doesn’t have to be complicated, but many Baby Boomers heavily invested in target-date funds don’t realize they may be putting that dignified retirement at great risk
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers,…
The Quiet Push: How Private Equity is Creeping into Target Date Funds
Longtime fiduciary advisor Terry Morgan argues the push to embed private equity inside TDFs threatens liquidity, transparency, and fiduciary duty
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are beginning to gauge risks and plot paths to navigate the complexities, fee structures and potential fiduciary liabilities before moving down that road
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life