Browsing Tag
Target Date Funds (TDF)
268 posts
DOL Allowing Private Equity in 401ks Draws Mixed Reaction
The Department of Labor’s June 3 Information Letter that opens the door for 401ks to include private equity…
What the Pandemic is Revealing About Target Date Funds
The differences among target date funds (TDFs) can be hard for some plan sponsors and participants to immediately…
New DOL Guidance on Private Equity Adds Flexibility for DC Plans
The U.S. Department of Labor issued important new guidance for 401k plan investment committees on June 3 that…
401k Target Date Strategies Got Hit, But Long-Term Trends Remain
Do participants in target date funds behave better than their non-TDF invested counterparts? It’s a major selling point…
Sequence of Returns Risk Scaring Pre-Retirees
The devastating effects of “sequence of returns” risk are by now well-documented. Workers retiring into a down market…
Target Date DC Domination
Target date funds (TDF) have proven to promote better participant behavior in times of market turmoil, something 401(k)…
What to do About ‘Forgotten’ 401(k) Target Date Fund Participants
Should participants only be invested in one target-date fund for the product to work effectively in providing successful…
By Default: DC Plan Adoption of Auto Features Still Rising
Nowadays, employees have to “opt out” more than they have to “opt in” when it comes to company…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
4 Critical Questions When Choosing Suitable Target-Date Funds
Fiduciaries that focus solely on target-date fund performance and fees while ignoring demographics and glide path structure (among…