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.
6 Striking Trends from New 401k Research
Bank of America’s 2022 Financial Life Benefits Impact Report loaded with benchmarking statistics on participant 401k engagement
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
Vanguard to Pay ‘Restitution’ Over Target-Date Tax Liabilities
In addition, Vanguard will make a one-time payment to Massachusetts
Daniel Yem Joins J.P. Morgan Asset Management to Bolster Retirement Income Capabilities
New Senior Investment Specialist moves from BlackRock to support JPMAM’s defined contribution business
Worrisome Target-Date Fund Performance Year-to-Date
TDFs should be much safer. Lawsuits would make it so.
Putnam Creates Suite of Sustainable TDFs
Firm to add ESG-focused target-date series to its offerings for the retirement market
Plan Sponsors Seek Personalized 401(k) Solutions
Plan sponsors want tailored solutions, encourage workers to stay with 401k provider
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Target-Date Funds Are Not Safe Because Bonds Are Not Safe
So far this year, near-dated TDFs are losing about as much as long-dated.
Making Sure Your Client’s Target Date Fund Uses the Right GPS
A look under the hood at what drives BlackRock’s LifePath® franchise