Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar

Target-Date Fund Glidepaths

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Customization is critical in retirement saving and planning, and it applies to target-date fund (TDF) investors and their chosen glide paths.

Yet The Morningstar Center for Retirement & Policy Studies found that target-date fund sponsors may expose individual investors to increased risk by not tailoring plan glide paths to their behavior.

The center reports that 58% of defined-contribution plan assets are invested in off-the-shelf TDFs, many of which are designed for participants to stay in the plan through their retirement, even in cases when they are likely to roll their money out of the plan at retirement.

This mismatch could leave participants overly exposed to equities later in their careers.  

Other key findings include: 

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So, what can be done to combat the level of glide path homogeneity “in off-the-shelf products that employers use given the heterogeneity of their workers’ needs?”

The authors make three recommendations to the Department of Labor:

  1. Plan sponsors and advisors should regularly consider the key assumptions in their glide paths and their actual experience with participant behavior, as the Department of Labor suggested in its guidance in 2013.
  2. The Department of Labor should consider if more guidance could help clarify the role that sponsors need to play, particularly in their review of and evaluation of glide paths, given the differences we see across sectors. The department could also recommend that plan sponsors consider TDFs alongside other QDIA options.
  3. The Department of Labor should consider promulgating additional guidance or even amending the safe harbor on the use of customized glide paths and perhaps even dynamic allocations between QDIA options based on a participant’s needs.
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