Browsing Tag
Target Date Funds (TDF)
305 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.
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.
August 8, 2016
Why 401(k) Target Date Funds Continue to Dominate
The big news in 2013 was that it was the first year more assets came out of 401(k)s…
May 4, 2016
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
April 29, 2016
Why 401(k) Target Date Funds Went Crazy in 2015
Target-date fund inflows hit an all-time high in 2015, supporting asset managers and delivering stronger investor returns.
April 14, 2016
How 401(k) Sponsors Hurt Plan Performance
How quickly we forget. Almost 60 percent of 401(k) plan sponsors surveyed say they consider a track record…
March 9, 2016
What 401(k) Plan Participants Get Wrong with Target Date Funds
Discover why many investors misuse target-date funds and how overconfidence and a desire for diversification play a role.
March 7, 2016
Top 401(k) Target Date Fund Families
Glide path issues are a thing of the past, and innovation in the target date fund space continues…
February 14, 2016
How 401(k) Target Date Investors Hurt Themselves
It might not be as “set it and forget it” as previously thought. Voya finds two-thirds of plan…
February 7, 2016
401(k) Target Date Funds Tank in 2015
Despite general praise for the product, target date funds struggled in 2015. A positive fourth-quarter performance was not…
February 7, 2016
Why Custom 401(k) Target Date Funds are Flaming Hot (And How Not to Get Burned)
The hottest assets in 401(k)-land are target date funds (TDFs), which blew through the $1 trillion mark in…
November 23, 2015