To address the rising U.S. retiree population, some target-date fund (TDF) providers are now integrating annuities in their offerings to combat longevity risk and provide a stream of guaranteed... Read More
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Target Date Funds
BY Ted Godbout | 3/26/2024
While collective investment trusts (CITs) almost caught mutual funds in 2023 as the most popular target-date vehicle, it appears likely they will overtake mutual funds by the end of 2024. ... Read More
BY NAPA Net Staff | 3/7/2024
OneAmerica Financial announced the launch of a new investment option that the firm suggests is ideal for clients looking for a target date series that may be more cost-effective than traditional... Read More
BY Ted Godbout | 2/12/2024
Although collective investment trust (CIT)-based target-date (TD) products were expected to overtake mutual funds in 2023 and didn’t—that may finally change, according to Sway Research’s 2024 State... Read More
BY Ted Godbout | 2/9/2024
With research showing that 56% of working Americans plan to utilize workplace-offered advice services in 2024,[1] Voya Financial announced the launch of a new dual Qualified Default Investment... Read More
BY NAPA Net Staff | 2/7/2024
Another of the BlackRock target date fund (TDF) suits comes to a conclusion, the Wall Street Journal takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths.
To... Read More
BY John Sullivan | 1/9/2024
Innovation in the retirement plan space is revolutionizing saving and investing, leading to better outcomes and better participant behavior. Target-date funds are no exception, making it easy(ier)... Read More
BY Nevin E. Adams, JD | 1/9/2024
Two headlines on NAPA Net caught my eye this past weekend—provocative “what if” type questions.
I’m talking about “Will Retirement Income Solutions Finally Break Through in 2024?” and “Will... Read More
BY NAPA Net Staff | 11/10/2023
Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors (SSGA), Global Trust Company (GTC) and ARS (... Read More
BY Ted Godbout | 10/19/2023
BlackRock has launched what it describes as the industry’s only suite of target date ETFs created for the roughly 57 million Americans who lack access to a 401(k) or employer-sponsored... Read More
BY Ted Godbout | 10/10/2023
PGIM, the wholly owned subsidiary of Prudential Financial, Inc., has announced plans to enhance its suite of target date funds (TDFs) with an aim to better serve shareholders, including... Read More
BY Nevin E. Adams, JD | 9/19/2023
The plaintiffs in one of the dozen or so cases involving the BlackRock Lifepath target-date funds (TDFs) have made it past the motion to dismiss stage.
In this case (Trauernicht et al. v. Genworth... Read More
BY Ted Godbout | 9/6/2023
Fee pressures continue to be a dominant force in shaping the future of target date (TD) solutions as evidenced by the top two most supported developments identified by T. Rowe Price’s just-released... Read More
BY Ted Godbout | 8/21/2023
The Capital Group, home of American Funds, has joined efforts with Shlomo Benartzi’s PensionPlus to make it easy for retirement plan participants to create a highly personalized paycheck in... Read More
BY Ted Godbout | 8/14/2023
A newly released survey of plan sponsors reveals that many continue to broaden efforts to help participants achieve retirement security across employee financial wellness, plan design, and... Read More
BY NAPA Net Staff | 8/8/2023
The latest entrant into the retirement income space comes in the form of a new target-date fund.
Nuveen, the investment manager of TIAA, has just introduced the Nuveen Lifecycle Income Series, a... Read More
BY Ted Godbout | 7/6/2023
In asking whether a lack of asset diversification in DC retirement plans has been a potential missed opportunity, the findings of a new study suggest the answer is yes.
More specifically, the... Read More
BY Nevin E. Adams, JD | 6/26/2023
Another target-date fund family has been…targeted…in a fiduciary breach suit that claims plan fiduciaries failed to prudently review—and remove—underperforming target-date funds.
The target-date... Read More
BY NAPA Net Staff | 4/21/2023
State Street Global Advisors in partnership with Annexus Retirement Solutions and the Global Trust Company announced the launch of the State Street GTC Retirement Income Builder Series.
This... Read More
BY Nevin E. Adams, JD | 4/10/2023
Plaintiffs in two of the recently dismissed suits involving the BlackRock LifePath target-date funds have announced their intentions to appeal those losses.
The plaintiffs here are those related... Read More
BY NAPA Net Staff | 4/5/2023
To help meet growing demand for personalized investment strategies within employer-sponsored retirement plans, Principal Financial Group has launched a new, hybrid qualified default investment... Read More
BY Nevin E. Adams, JD | 3/24/2023
Ours is a business guided by black and white laws, but with lots of gray nuance and interpretation applied to individual situations. This week, we asked readers to weigh in on some questions that... Read More
BY Ted Godbout | 3/8/2023
While the dedicated retirement income solution market has proliferated over the past several years, many plan sponsors have struggled to evaluate their options strategically, according to NEPC’s 17th... Read More
BY Nevin E. Adams, JD | 3/6/2023
The plaintiffs in one of a dozen suits challenging the use of BlackRock Lifepath target-date funds has once again gone down in flames.
Last December U.S. District Judge Michael S. Nachmanoff had... Read More
BY Ted Godbout | 2/14/2023
Lower-cost collective investment trusts (CITs) continue to eat away at mutual funds’ hold on target date funds and are expected to be the primary target date vehicle in 2023, a new report suggests... Read More
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