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.
2 (Potential) Problems With 401(k) Target-Date Funds
They keep investors properly invested, and solve for many of the behavioral finance frustrations routinely trumpeted by the…
4 Issues in Target-Date Fund Evaluation and Selection
The investment community has made significant strides in understanding and evaluating 401k target-date fund (TDF)1 strategies over the past…
Real Estate in Target Date Funds Solves Big 401(k) Problem
401(k) advisors know (and hate) sequence-of-return risk. Retiring into a down market means participants lose portfolio value at…
Target date Funds Focus of Wells Fargo 401(k) Suit
Wells Fargo faces a new lawsuit claiming 401(k) self-dealing on the part of $3 billion of employee retirement…
BlackRock Goes Big(ger) With ‘Smart Beta’ 401k Target Date Fund
Smart beta got another shot in the arm with Blackrock’s announcement of its new 401k target date fund…
New 401(k) Target Date Tool to Calm Fiduciary Concerns
Target Date Fund comparison made easy with John Hancock’s PathFinder tool to help advisors analyze 401(k) investment options.
Schwab Goes (Really) Low on 401(k) Target Date Fees
Is it a race to the bottom or smart use of scale? In what’s sure to shake-up the…
How to Select the Right Target Date Fund for a Client’s 401(k)
Target date funds have entered their third decade of existence, but what’s made these investment options even more…
‘Tom Gonnella’s Terrific Timing:’ Weekend 401(k) Profile
Call it a bit of serendipity. Tom Gonnella is an expert in—among other things 401(k)-related—collective investment trusts, and…
Target Date Funds in 401(k)s Total How Much?
Explore how open architecture target-date funds address diversification, fiduciary concerns, and evolving DC plan sponsor priorities.