Browsing Tag
Target Date Funds (TDF)
300 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.
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
Workers Feel On-Track with Retirement Savings But Plan Sponsors Disagree: BlackRock
New “Read on Retirement” study shows striking disparity in beliefs surrounding retirement readiness
Guaranteed Income Features in Target Dates Exceed $100B
The rise is a 25% increase from year-end 2024, Sway research uncovers
Surz: Baby Boomers in TDFs Need to Get Out – NOW
Vanguard’s risk and return expectations for the next decade favor the safety of bonds over the potential growth in stocks
Managed Account QDIAs are Based Upon Risk Capacity Data — No Communication Whatsoever
Ron Surz says that to actually manage, you need to know risk tolerance, which requires communication because tolerance is emotional