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.
My Big Problem with Target Date Funds: Opinion
We have stringent labeling requirements with consumer and food products. If they’re “Made in the USA” they must…
3 Questions to Ask (Now!) About Target Date Funds
Rising interest rates have all eyes on fixed income, anxiously anticipating bad things to come. Nowhere is it…
Media Makes Mess of 401(k) Participant Behavior
French Election 401(k) fears exaggerated as markets remain steady despite media panic over potential political outcomes.
What’s the Top Priority for 401(k) Plan Sponsors Now?
Lawsuits, legal exposure, regulatory sanction and other forms of 401(k) plan sponsor angst are driving certain behaviors in…
What to Watch For With Target Date Funds
MFS senior managing director Ryan Mullen describes a major problem affecting plan participants. This video is an…
Retirement Plan Progress with One Major Step Backward
The typical ERISA qualified plan has come a long way over the past 25 years; fees have come…
American Funds’ TDFs Dominate Lipper Awards
Give credit when credit is due—it was a very good night for American Funds and their retirement-focused offerings. The…
Natixis on Target with New ESG Fund: 2017 NAPA 401k Summit
There’s been an incredible amount of interest in environmental, social and governance investing of late, especially among younger…
2 Target Date Strategies for Better 401(k) Participant Outcomes
What’ll it take to improve 401(k) participant outcomes for employees? Investing powerhouse GMO, founded by legendary perma-crank Jeremy Grantham,…
Target Date Funds: What Lies Beneath?
It’s something Jeff Holt has said for years. 401(k) plan advisors and sponsors are all too happy to…