Browsing Tag
Target Date Funds (TDF)
268 posts
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
BlackRock’s LifePath Paycheck Now Available in DC Plans
Guaranteed income within target date fund solution launches with 14 plan sponsors, plans totaling $27 billion in TDF assets, available to 500,000 participants
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
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.