Browsing Tag
Target Date Funds (TDF)
309 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.
Plans Using Custom TDFs Grew Year-Over-Year
New data from DCIIA's Retirement Research Center analyzed the growth of custom TDFs through year-end 2021
Inflation, Market Uncertainty Could Trigger a 2023 Recession
MFS explores some of the top retirement outlooks for 2023, including a potential recession, ESG in retirement plans and a focus on TDFs
Charles Schwab Updates Target Date Solutions for 2023
The organization announced some of the latest changes to its Schwab Target Date Solutions
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
Protecting Retirement Portfolios in a Bear Market
Inflation worries have reached retirement portfolios, but there are ways to mitigate risk
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