Browsing Tag
Target Date Funds (TDF)
268 posts
401k Target Date Allocations: Either You’re In or Out
Debate has long raged over a target-date fund’s role in the portfolio, and whether including other products reduces…
Target-Date Funds—Eyes on the Price
The Dow Jones Industrial Average lost 777 points on Sept. 29, 2008, and kept falling. It didn’t hit its…
Will Your Target-Date Fund Trigger a Fiduciary Lawsuit?
Target-date funds may be the ticking time bomb of ERISA litigation. There are major differences among target-date funds,…
Do Target-Date Funds Encourage Riskier 401k Allocation Decisions?
What effect do target-date funds have on 401k plan participants’ asset allocation? Aside from “set it and forget…
A Decade After Financial Crisis, Americans Cautious But Optimistic
It’s now been over 10 years since the financial crisis of 2008 wreaked havoc on the financial situations…
Support Grows for Keeping Assets in 401k Plans After Retirement
Major 401k consultants and advisors believe plan sponsors want to retain and continue to serve individual savers once…
No Surprise—Price Dominates 401k Target-Date Fund Market
Assets in target-date mutual funds shrank in 2018, but the overall market grew, as providers gathered assets into…
It’s Time for a Better 401k QDIA Solution
Three is not enough when it comes to the Labor Department’s specified qualified default investment alternatives (QDIAs) for…
How High Should Auto-Escalation Go in 401k Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date…
How Do Custom Target Date Funds Measure Up?
There’s plenty of information and research available on target date funds, but on custom target-date strategies (cTDF), not…