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.
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.
What to Do About Retiree Fear, Fund-Allocation Mismatch?
Sequence of Return Risk can impact retirement security. Learn why cautious investment strategies matter before and during retirement.
401(k) Target Date Assets on the Up and Up
Target-Date Fund Growth surged to $1.73 trillion in 2017, with Vanguard leading the market amid rising passive investment trends.
How Are 401(k) Plan Sponsors ‘Encouraging’ Participation?
Explore how 401(k) plan features like auto-enrollment, employer contributions, and target-date funds drive employee participation.
Wells Fargo Glide Path Hits Target Date Turbulence
The peril of ratcheting up risk in target-date glide paths was further illustrated with the revelation that Wells…
Are Target Date Funds Missing the Mark?
Without a doubt, target date trends are headed (sharply) north. Target date mutual fund assets grew almost 5…