Browsing Tag
Target Date Funds (TDF)
309 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.
The Urgent Case for Target Date Fund Diversification—Now
Defined contribution plans will play a significant role in determining the retirement well-being of many American workers, but…
How Big Are Managed Accounts in 401(k)s?
DC Managed Accounts show strong growth in retirement plans, offering holistic solutions and shaping the future of defined contribution.
How to Determine if TDFs Are Actually on Target
Target Date Funds help investors stay on track. Learn how glide path design and human capital shape retirement outcomes.
What 401(k) Participants Lack, Love About Retirement Saving
Call it a crisis of confidence—nearly half of plan participants still don’t feel they’ll have enough money to…
Younger 401(k) Plan Participants Driving Target Date Fund Adoption
Youth is wasted on the young, but not in target date funds. A joint study from the Investment…
Fidelity Launches Target-Date Blend Funds, Lowers TDF Pricing
Boston mutual fund-bigwig Fidelity Investments announced that it has launched new target date funds that will blend active…
Why Alternative Investments in 401(k) Target Date Funds Make So Much Sense
A report we somehow missed in June from the Georgetown University Center for Retirement Initiatives (CRI) highlights how…
404c and QDIA: What 401k Advisors NEED to Know
In order to receive the benefits of ERISA §404(c), plan fiduciaries must comply with certain requirements. The following…
Upping the Ante on TDF Customization
Customization is key in 2018. Americans want—and even expect—products to be tailored to their specific needs. The financial…
Millennials Are Nailing Their 401(k) Allocations
Millennial investing shows balanced equity allocations with growing adoption of target-date funds for long-term financial goals.