Browsing Tag
Target Date Funds (TDF)
305 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.
How 401ks Should Respond to New (and Coming) Market Realities: J.P. Morgan
Strategies that worked for DC plans in the past may be less successful in the future
‘Significant Uptake’ of TDFs Continues to Transform DC Market: NEPC Survey
16th annual survey examines current plan investment trends, features and innovations; shows defined contribution plans seeking flexible features, ESG
Are These 401(k) Fiduciaries Hypocrites or Confused?
TDF participants near retirement will be seriously harmed in the next market correction, and most won’t recover
Market Leader Slips, Competitors Gain in Target-Date Asset Totals
CIT-based target-date solutions now control 45% of non-custom target-date assets
Plan Sponsors Rattled by Market Volatility, Seek Stability
A new study from MetLife says there is major concern about the impact of market volatility on retirees and plan sponsors want ‘volatility smoothing solutions’
Partnership Launches Hedge Fund Benchmarks for DC Plans
DCALTA’s and PivotalPath’s new indices aim to better assess market net-of-fee performance, volatility, and risk management
401(k) Market Minute: Major Win for Jerry Schlichter, Target Date Fiduciary Traps, and More
Here's what's happening.
Target-Date Fund Providers Investigated Over ‘Surprise’ Tax Bills
'Investors need to be made aware of the risks involved and the tax liabilities they could face'
The $3 Trillion Gamble Fiduciaries Are About to Regret
'It's a risk with the potentially dire consequence of depleting lifetime savings that cannot be replenished with paychecks'
Milliman 401(k) Plan Sued for Use of ‘Untested’ Target Risk Funds
Complaint seeking class action status says plan fiduciaries violated ERISA by losing up to $85 million invested in poor-performing target risk fund series