Browsing Tag
Target Date Funds (TDF)
268 posts
Evaluating Target Date Funds Is A 401(k) Fiduciary Responsibility
Surveys show that the overwhelming majority of 401(k) plans offer target date funds as part of their investment…
Target Date Funds Continue Their 401(k) DC Plan Domination
Little surprise, target date funds (TDF) are a popular choice for 401(k) plans’ investment lineups, especially among younger…
Retirement Readiness: How Plan Participants Are Faring in 2021
How are 401(k) participants reacting to all that’s happening, and how does it compare with the complexities of…
Few 401k Plans Currently Offer Alternatives Within TDFs
Only about one in 10 401k plans offer alternative investment options as part of their target-date funds (TDFs)…
Episode 18—David Blanchett on the Benefit of Downturns and How Target Funds Should Really Be Used
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once…
Fidelity Matches Vanguard Move to Lower Investment Minimum for Institutional TDFs
Fidelity Investments this week mirrored a recent move by Vanguard in announcing that effective January 19, 2021, it…
Bad Timing Hurt 401k Investors in 2020
In 2020, 401k investors were busy traders out of equities as stocks were falling and slowly returned to…
401k Plans Rebound to $6.5 trillion in Third Quarter
Total U.S. retirement assets were $33.1 trillion as of September 30, 2020, up 4% from June 30. Retirement…
401k Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401k investors somewhat reversed a continuing trend towards fixed…
Why Millennials are ‘The Black Swan Generation’
Millennials have seen two 100-year events before turning 40. They came of age during the 2008 global financial…