Browsing Tag
Target Date Funds (TDF)
268 posts
Target Date Funds are Not Protecting Those Near Retirement
Ron Surz says most TDFs are too risky at their target date and that protection should be a requirement, but it’s not
Higher Default Savings Rates Lead to More Retirement Contributions
Recent findings by industry leaders David Blanchett, Michael Finke, and Zhikun Liu explore the relationship between default savings rates and investment decisions
Target Date Solutions Launches Software that Facilitates Personalized Target Date Accounts
PTDAs are customized to the individual’s risk preference and retirement date
Plans Using Custom TDFs Grew Year-Over-Year
New data from DCIIA's Retirement Research Center analyzed the growth of custom TDFs through year-end 2021
Inflation, Market Uncertainty Could Trigger a 2023 Recession
MFS explores some of the top retirement outlooks for 2023, including a potential recession, ESG in retirement plans and a focus on TDFs
Charles Schwab Updates Target Date Solutions for 2023
The organization announced some of the latest changes to its Schwab Target Date Solutions
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
Protecting Retirement Portfolios in a Bear Market
Inflation worries have reached retirement portfolios, but there are ways to mitigate risk
401k Plans Still on Trial: Even if You Hire BlackRock
Sadly, we live in a world where if you are a large plan sponsor, you are a target, says Josh Cohen of PGIM DC Solutions
Coming Soon to a 401k Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs