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.
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
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.