Browsing Tag
Target Date Funds (TDF)
304 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) 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…
401(k) Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401(k) 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…
Transition Risk (or, What Mike Tyson Can Teach Us About Retirement Plan Investing)
Mike Tyson famously said that “everybody has a plan until they get punched in the mouth.” That wisdom is oddly relevant even to retirement planning, because life and financial markets are constantly throwing punches at plan participants.
Passive Target Date Funds: Separating Myth From Reality
Explore the world of target date fund design. Understand the active decisions that shape risks and results for investors.
Be a Chef, Not a Cook, When Serving Up a Great 401(k) Plan
With the help of the Food Network and Hollywood movies, top chefs have become stars in their own…
DC Plan Core Menu Evaluator Tool Launches
J.P. Morgan Asset Management Launches New Core Menu Evaluator, dedicated to analysis and selection investments for defined contribution plans.
How ‘Zero Bias’ in TDF Selection Hurts 401(k) Performance
Zero Bias Retirement may reduce 401(k) savings. Learn how target date fund choices affect risk and long-term retirement wealth
Targeted Help: How TDFs Aid Investors in the Current Market Crisis
Sponsored By: How are target-date funds performing in the pandemic-driven market crisis? What’s the biggest surprise and/or…
New Platform ‘Democratizes’ Custom Target Date Funds
Another step in the increasing awareness of the benefits of custom target date funds (cTDF) was announced last…