Browsing Tag
Target Date Funds (TDF)
304 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.
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
American Century Participant Survey Reveals Looming Disappointment in Target Date Funds
Ron Surz says participants want—and need—TDFs that aren’t risky near the target date
Nestimate Introduces TDF Analyzer
Patent-pending TDF IQ brings income-focused due diligence to retirement plans
Investors Show Dwindled Interest in TDFs
However, other research show record growth in the investment funds
The Mistake of Firing Prudence
Ron Surz says that TDF prudence is not the status quo, but should be
AllianceBernstein Releases Lifetime Income Portfolio
The fixed annuity guarantee is issued by an insurance company subsidiary of Corebridge Financial
Success of the U-shaped TDF Glidepath
Ron Surz heralds the success of the U-shaped target date fund glidepath
Two Reasons Target Date Funds Should be Safer
Ron Surz lays out his case for why Baby Boomers in TDFs need to move to safety now
Advisors Expect TDFs to be Primary Vehicle for Alternative Assets in 401(k)s
New study from T. Rowe Price reveals retirement plan consultant and advisor views on private assets, retirement income and managed accounts, among other topics