Browsing Tag
Target Date Funds (TDF)
309 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.
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
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
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021