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.
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”…
How to Best Vet 401(k) Target Date Funds
Target Date Funds demand careful evaluation beyond fees and performance. Learn DOL tips, legal lessons, and best practices for sponsors.
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…
Target Date Fund Expense Ratios Show Sharp Decline
A recent hyper-focus on fees from plan sponsors, participants and lawyers belies the fact that expense ratios, at…
401k Target Date CITs with ‘Built In’ Fiduciary Monitoring
Combine TDFs, CITs and fiduciary responsibility and it’s sure to get 401k advisor attention. Manning & Napier announced…
More Critical Target Date Trends to Consider
Where are they now and where are they headed? Mercer is out with topical info on target-date products. Here's what they found.