Browsing Tag
Target Date Funds (TDF)
268 posts
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
Target Date Fund Theory and Evidence
Ron Surz argues that 401(k) participants are not getting the protection that academic lifetime investment theory prescribes and are therefore much less protected than they should be near retirement
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable
Advisors Miss Great Opportunities in Target Date Funds
Advisors earn a quarter of the fees paid to TDF service providers. Here’s how they can get more
BlackRock Launches Suite of Target Date ETFs
iShares LifePath Target Date ETF Suite provides new way for Americans to save and prepare for retirement
The Game is Changing for Target Date Funds
Marginal players fold. Newbies assail whales. Bet on the newbies.
Managed Accounts Can’t Work for Defaulted 401(k) Participants
Because defaulted participants do not want to engage, you can’t know what they need and want
A Closer Look at Large 401(k) Investment Menus: BrightScope/ICI Data
Analysis shows plans offer a wide array of diversified and cost-effective options
Why a Crash Like 2008 Would Decimate Boomers in TDFs
Ron Surz says a 2008-level stock market crash would be 17 times worse today because so many more Boomers have money in target date funds
Take Another Look at TDF Glidepaths—Through a Fixed Income Lens
401(k) Specialist sits down for a Q&A with MFS Investment Management’s Jeri Savage to discuss fixed income exposure in target date funds