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.
Natixis to Launch ‘Sustainable’ 401(k) Target Date Funds
In another sign of the appeal of impact investing, Natixis announced it will launch target date funds with a “sustainable investing approach.”
January 6, 2017
Vanguard Looks Far Into the Future With New 401(k) Target date Fund
Feeling old? You should. With a goal of targeting the youngest millennial workers, investing giant Vanguard will introduce…
January 5, 2017
5 Considerations for Evaluating Target Date Funds for Better Participant Outcomes
To give participants a better chance for retirement readiness — and to satisfy fiduciary obligations — plan sponsors…
January 4, 2017
Target Date Funds Are Now QDIAs, But There’s a Catch
Target date funds that include lifetime income options through the use of annuities and similar products can now…
December 30, 2016
Latest Investment Giant to Offer 401(k) Target Date Funds
Prudential Target Date Funds introduce Day One Mutual Funds, offering 12 options designed to help investors prepare for retirement.
December 19, 2016
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…
December 10, 2016
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…
December 5, 2016
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…
December 1, 2016
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…
November 25, 2016
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…
November 20, 2016