Browsing Tag
Target Date Funds (TDF)
268 posts
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
401k Participant Views on Communication, TDFs and Lifetime Income
State Street’s latest DC Participant Survey provides insight on what’s still the best way to reach participants, TDF use and growing interest in retirement income resources
Lifetime Income Solution Added to Lincoln’s YourPath Target Date Suite
Post SECURE Act, momentum for protected lifetime income products within retirement plans continues to build. Another step was…
The Active Equation: When and How to Outperform for Retirement Plan Participants
It's an evergreen debate: whether to include active or index investment strategies in a retirement plan menu in order to offer participants the best possibility of long-term returns. Sponsored by BlackRock
A Target-Date Fund Recommendation to Congress
On May 6, 2021 Senator Patty Murray, D-Wash., Chair of the Health, Education, Labor, and Pensions (HELP) Committee,…
How 401k Plan Design Outperformed During the Pandemic
As expected, target-date funds and smart plan design features—including automatic enrollment, automatic escalation, and others—helped 401k participants stay…
Why the Best Performing 401(k) Target-Date Funds are Riskiest
Several years ago, I developed a Prudence Score for target-date funds as an alternative to Morningstar and fi360…
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…
How to Vet Target-Date Funds
Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. It is a rich variety to choose from and at the same time may add to one’s perplexity. So, how do plan sponsors evaluate a TDF series?
A Response to a Congressional Request to Review Target Date Funds
On May 6, 2021, Senator Patty Murray, D-Wash., Chair of the Health, Education, Labor, and Pensions (HELP) Committee,…