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.
The Right Way to Select a QDIA
Fully documenting the process of analyzing and selecting a strategy that aligns with participant demographics provides the highest level of legal protection for your QDIA selection
Plan Sponsors Focused on Reining in Fees: Callan
2024 DC Trends Survey shows reviewing plan fees a top priority
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
BlackRock’s LifePath Paycheck Now Available in DC Plans
Guaranteed income within target date fund solution launches with 14 plan sponsors, plans totaling $27 billion in TDF assets, available to 500,000 participants
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
New Wave of Annuities in TDFs: ‘It’s Complicated’
Morningstar research explores trend that BlackRock’s Fink predicts to become the most-used investment strategy in DC plans
Target Date Plus Added as QDIA Option for Voya Retirement Plans
Personalized TDF service incorporates key recordkeeper data points
BlackRock’s Fink Touts April Launch of ‘LifePath Paycheck’ TDF Strategy in Letter to Investors
Annual letter released today from the high-profile CEO calls for America to “rethink retirement”
Fiduciaries Incite Revenge of the Baby Boomers
New CFA Institute research confirms that target date funds expose Boomers to much greater risk than the theory TDFs pretend to follow
401(k) Millionaire Ranks Spike 20%
Fidelity report out today finds average workplace retirement account balances at the end of 2023 hit highest level in nearly two years