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.
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
401k Market Minute: Pointless Target Date Criticism, Fauci’s Retirement Package and More
Here’s what’s happening this week
The Wall Street Journal Takes Aim at Target-Date Funds
Is the advisor desire to use higher-cost managed accounts fueling TDF criticism?
Youngest Workers Eyed in Vanguard Expansion of Target Retirement Lineup
Company announces plans to launch Vanguard Target Retirement 2070 Fund and Vanguard Target Retirement 2070 Trusts
What The Federal Reserve’s Misguided Policies Really Mean
The Federal Reserve pretends it can avert the inevitable consequences, but it can’t
401k Advisors: Plan Sponsors Need to Hear Your Value Proposition
Voya Investment Management survey finds DC specialists have opportunity to further demonstrate the value they provide plan sponsors
Process, Personalization in Target-Date Construction: T. Rowe’s Joe Martel
'If you design a product for the average individual, you might create a solution that doesn’t work for anyone'