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.
The Re-Monetization of Retirement Plans with Managed Accounts
It’s advisable to monitor the outcome of recently filed litigation
More Retirees Keeping Assets in Plans Post-Retirement
New research from J.P. Morgan Asset Management also finds retirees are spending significantly more than expected in early years
A Market Crash is Long Overdue and Could be a Decades-Long Doozy
The next crash will not be short-lived nor inconsequential
A More Meaningful Target-Date Fund Choice Than ‘To’ or ‘Through’
Safe or aggressive are more meaningful choices than 'To' or 'Through' when selecting a TDF
Episode 36: Morningstar’s Christine Benz Defends Target-Date Funds from Recent Attack, Describes Possible End to Backdoor Roths
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week…
Managed Accounts or TDFs: Can’t We Have Both?
New research from Empower Institute finds managed accounts and target-date funds are complements that can lead to improved participant outcomes
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
401(k) 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