Browsing Tag
Target Date Funds (TDF)
323 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.
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.
Performance and Dangers in 2026: Protect Yourself
A correction may be starting to put target date funds and other retirement savings at risk
When Glide Paths Fail: Rethinking Downside Protection in Target Date Funds
Recent market breakdowns have exposed a structural limitation in traditional glide path design—raising the question of whether risk should be managed more directly