Browsing Tag
Target Date Funds (TDF)
268 posts
The Secret Metamorphosis of Target Date Funds
Ron Surz says non-oligarchs are taking the lead in solving the “one-size-fits-all” problem in TDFs
Custom Target Date Funds Need Personalization
Ron Surz says the critical requirement for an effective customized solution is sound risk management along personalized glidepaths
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
Principal Rolls Out Hybrid QDIA to Meet Rising Market Demand
‘Principal Intelligent QDIA’ launched at NAPA 401(k) Summit as demand for personalized retirement investment strategies continues to increase
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
A Modest Proposal for Just Two Target Date Fund Benchmarks
As in "safe" vs. "risky"—and Ron Surz recommends using them to focus exclusively on performance in the Risk Zone
Who Suffers the Most in an Investment Market Crash?
Ron Surz says the pain meter is highest in the retirement “Risk Zone” when both rich and poor suffer the most
Annexus Retirement Solutions, iJoin Partner on Lifetime Income Solution for TDFs
Deal makes target date funds with ARS’ Lifetime Income Builder more accessible to retirement plan advisors
Saving for Retirement: No One Size Fits All
LeafHouse’s Michael Garberich makes a case for personalized managed accounts