Browsing Tag
Target Date Funds (TDF)
268 posts
Is Adoption of Innovative 401k Plan Features Over?
Innovation in the 401k space since the passage of the Pension Protection Act in 2006 has led to…
2020 Plan Sponsor Focus: Fees, Participant Communication
For the fourth year in a row, plan sponsors ranked “reviewing plan fees” as the most important step…
How and Why Do 401k Participants Accept TDF Default Options?
By now it’s generally accepted that 401k and similar defined contribution plan defaults are good, since they get…
November Was Light Month for 401k Trading Activity
November was a time to give thanks for positive participant behavior. The month saw the lightest amount of…
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
Top SEC Compliance Issues with Target-Date Funds
The SEC recently took a closer look at certain target-date funds, and while it liked what they saw…
Target-Date Fund Users Contribute Less Than Non-TDF Counterparts
Target-date funds are often credited with better investing behavior on the part of participants, ensuring they get—and stay—invested…
Target Date Funds MUST Innovate to Continue QDIA Dominance: Study
Target-date fund products continue to dominate the Qualified Defined Investment Alternatives (QDIA) landscape; however, providers must innovate beyond…
Ten Years Later: What have Target Date Funds Learned About Recessions and 401(k) Plans?
The global financial crisis is more than ten years in the rear-view mirror and equity markets have reached new highs. A spurt of volatility at the end of 2018 reminded us just how painful a 10% drawdown in one month... Article Sponsored by: Franklin Templeton
Why 401k Target-Date Funds Are ‘Struggling’
The struggle is real. Target-date funds may be the go-to allocation for most 401k sponsors and participants, but…