Browsing Tag
Target Date Funds (TDF)
262 posts
New Wave of Annuities in TDFs: ‘It’s Complicated’
Morningstar research explores trend that BlackRock’s Fink predicts to become the most-used investment strategy in DC plans
Target Date Plus Added as QDIA Option for Voya Retirement Plans
Personalized TDF service incorporates key recordkeeper data points
BlackRock’s Fink Touts April Launch of ‘LifePath Paycheck’ TDF Strategy in Letter to Investors
Annual letter released today from the high-profile CEO calls for America to “rethink retirement”
Fiduciaries Incite Revenge of the Baby Boomers
New CFA Institute research confirms that target date funds expose Boomers to much greater risk than the theory TDFs pretend to follow
401(k) Millionaire Ranks Spike 20%
Fidelity report out today finds average workplace retirement account balances at the end of 2023 hit highest level in nearly two years
401(k) Managed Account Users Out-Saving TDF Participants
Edelman Financial Engines client data shows managed accounts users contribute more and are more likely to keep assets in-plan
Imminent Crises are Opportunities for Financial Advisors
Ron Surz says that fear will obsess 401(k) investors after the next stock market crash. This creates opportunities for investment advisors.
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
Target Date Fund Theory and Evidence
Ron Surz argues that 401(k) participants are not getting the protection that academic lifetime investment theory prescribes and are therefore much less protected than they should be near retirement
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable