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.
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 401(k) Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date funds, the 'auto' revolution and more.
Major Trends in 401(k) Fund Menus
Target Date Funds in retirement plans help simplify investing, reduce risk, and improve outcomes through automatic allocation and rebalancing.
How Do Custom Target Date Funds Measure Up?
Custom target-date strategies research reveals $430B market growth, allocation trends, and insights for retirement plan investors.
401(k) Target Date Fund Fees Fall
The news comes as part of a larger examination of expense ratios overall, with average equity, hybrid, and bond mutual funds trending downward for decades.
Major Trends in 401(k) Target Date Funds
Since their inclusion as a qualified default investment alternative (QDIA) under the Pension Protection Act of 2006, target…
Target Date Investing: A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention…
How Well Do 401k Plan Sponsors ‘Support’ Participants?
Tools like managed accounts and target-date funds continue to gain ground, and more than one-third of companies now…
Surprising Target-Date Fund Findings from 2018
Assets in target-date funds grew again in 2018, although growth was somewhat muted thanks to the fourth-quarter market…
Serious Aging Concerns Boost Target Date Fund Potential
Joe Coughlin, director of the Massachusetts Institute of Technology’s MIT AgeLab, often calls Japan “a nursing home on…