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.
Major Industry Players Partner on New ESG 401(k) Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
Target-Date Fund Managers Turn to TIPS to Minimize Inflation’s Impact
Nearly all target-date managers (96%) indicate they allocate to TIPS within at least one of their target-date series
Vanguard Faces Lawsuit Over Decision to Lower TDF Investment Minimums
Proposed class action suit says Vanguard caused smaller retail investors to pay “substantial” capital gains taxes after retail target-date fund sell-off as result of change
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