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 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…
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts offer customized retirement savings, higher savings rates, and better diversification. Learn how they outperform TDFs.
How Investment Managers Should Access the 401(k) Market
Target Date Funds face rising competition; asset managers must adapt strategies to succeed in the defined contribution market.
Which Asset Managers Dominate in 401(k) DC Space?
Retirement expertise and offering target-date funds give a handful of asset managers an edge among plan advisors, according to…
401(k) Balances Skyrocket, Hit New Highs
Retirement account balances reached all-time highs for the fourth consecutive quarter. Helped by strong stock market performance, the…
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…