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.
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…
What 401(k) Target date Funds Really Need
Open-Architecture Funds offer 401(k) participants diversified managers and reduced risks in target date funds for stronger retirement outcomes.
What Happened to 401(k) Target Date Funds in 2016?
Little surprise, the popularity of target date funds in 401(k) plans continues to grow. Known for keeping investors on track…
TIAA Adds Lifetime Income to 403b Target Date Funds
After confirming that target date funds with income options count as qualified default investment alternatives in retirement plans, TIAA has moved…
401(k) Participants Tamed by Target Date Funds in 2016
401(k) activity was punctuated by a few spikes in trading activity followed by long lulls of low activity…
A Turbocharge for 401(k) Target Date Fund Portfolios?x
Adding an asset class that increases return in 401(k) target date fund portfolios without additional risk? Sign us up…