Browsing Tag
Target Date Funds (TDF)
268 posts
In Case You Didn’t Notice, Target-Date Funds Are Losing Money
Beware the risk in bonds
Capital Group Teams with Morningstar on New Target Date Partnership
'It will enable retirement plans to deliver personalized asset allocation that participants, plan sponsors and advisors increasingly seek'
Annexus, State Street Partner on TDF with Embedded Income Solution
Financial firms team up to launch target date fund embedding an in-plan income solution benefiting all parties in the DC value chain
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts
Major Industry Players Partner on New ESG 401k Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
Target-Date Fund Managers Turn to TIPS to Minimize Inflation’s Impact
Nearly all target-date managers (96%) indicate they allocate to TIPS within at least one of their target-date series
Vanguard Faces Lawsuit Over Decision to Lower TDF Investment Minimums
Proposed class action suit says Vanguard caused smaller retail investors to pay “substantial” capital gains taxes after retail target-date fund sell-off as result of change
How 401ks Should Respond to New (and Coming) Market Realities: J.P. Morgan
Strategies that worked for DC plans in the past may be less successful in the future
‘Significant Uptake’ of TDFs Continues to Transform DC Market: NEPC Survey
16th annual survey examines current plan investment trends, features and innovations; shows defined contribution plans seeking flexible features, ESG