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.
401(k) Plans Still on Trial: Even if You Hire BlackRock
Sadly, we live in a world where if you are a large plan sponsor, you are a target, says Josh Cohen of PGIM DC Solutions
Coming Soon to a 401(k) Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
TDF Investors ‘An Oasis of Calm’ Despite Market Volatility
Miniscule number of target date fund-invested participants on T. Rowe Price 401k platform made any asset allocation changes during rocky Q2 2022
3 High-Level Trends Advisors Need to Track Now: Wealth@wor(k) 2022
American Century’s Glenn Dial talks TDF lawsuits, transition from accumulation to decumulation and the building wave of in-plan guaranteed income solutions
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
A New Door Has Opened in 401(k) Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
Require Disclosure of 401(k) Target-Date Fund Risk Near Retirement
Fiduciaries should make a clear choice. Safe may be suitable for some, while risky is right for others
Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar
Here are three suggestions for the Department of Labor
The Case for Real Assets in DC Plans
Investment manager Cohen & Steers says defined contribution plan menus—and target-date funds in particular—come up way short on portfolio diversifiers like real assets