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.
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.
What to Consider in Target Date Fund Selection
During the insightful 2018 Nuveen Leadership Council, John Sullivan of 401(k) Specialist had a compelling discussion with Will…
More 401(k) Savers Go All-In on TDFs
Americans love effortless solutions. It should come as little surprise, then, that 401(k) savers are increasingly pressing the “easy button” when it comes to choosing retirement investments.
Two Target Date Titans Team for New CIT Offering
A new target date offering from MassMutual aims to provide 401(k) savers who are around retirement age an…
What’s Next for 401(k) Target Date Fund Innovation?
“It’s always been the great thing about target date funds,” explained Joe Martel. “You’re able to deliver that institutional…
401k Fintech Focus: Tips to Ensure the Right Target Date Selection
Forget doing it yourself—American Funds completely incorporates the Department of Labor’s famous five “Tips for ERISA Plan Fiduciaries”…