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Target Date Funds

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
BY John Sullivan | 1/31/2023
Target-date contributions continued the rebound in 2022. Morningstar reported that net flows into target-date mutual funds totaled roughly $32.3 billion for the year, a nearly 35% jump from the $... Read More
BY Nevin E. Adams, JD | 1/24/2023
As it happens, I’ll commemorate an anniversary of my birth this weekend. It’s not a particularly significant one—it doesn’t end in a 5 or a 0, won’t trigger any new savings opportunities or impact... Read More
BY NAPA Net Staff | 10/24/2022
A recent flurry of lawsuits has "targeted" holders of the BlackRock LifePath target-date funds and their decision(s) to select, and hold, on their investment menu.  Ironically, the plan... Read More
BY Ted Godbout | 10/23/2022
With retirement income becoming a top-of-mind issue in the defined contribution investment-only (DCIO) asset manager community, annuities apparently are gaining traction as an embedded component of... Read More
BY Nevin E. Adams, JD | 10/19/2022
As federal courts turn their attention(s) to a series of suits challenging plans with a series of BlackRock target-date funds on their hands, the American Retirement Association has joined the fray... Read More
BY Kent Bartell | 9/9/2022
As target date funds have become more prevalent, however, many advisors are beginning to wonder if there might be an opportunity for improvement. Target date funds were first introduced in the... Read More
BY Nevin E. Adams, JD | 8/16/2022
A recent report—and a new wave of litigation—reminds us that all target-date funds are not designed the same.  We all know that target-date funds are different, even if their names sometimes... Read More
BY Nevin E. Adams, JD | 8/12/2022
Target-date funds have been in the headlines of late—and not always in a good way—this week, as we did last week on managed accounts—we asked NAPA-Net readers about their TDF focus. That’s right,... Read More
BY Nevin E. Adams, JD | 8/8/2022
Target-date funds have been in the headlines of late—and not always in a good way. That’s right, the headlines are full of litigation involving target-date funds (well, a couple in particular)—at... Read More
BY Nevin E. Adams, JD | 8/3/2022
In a flurry of litigation activity not seen since 2016, several different 401(k) plans holding a target-date fund family despite “consistently deplorable performance” have been sued by participants... Read More
BY Ted Godbout | 7/22/2022
While many employers do consider their participants’ needs when selecting target date fund glide paths, a new white paper argues there is too much homogeneity given the heterogeneity of workers’... Read More
BY Ted Godbout | 5/23/2022
Personalized solutions reportedly are becoming more attractive for plan sponsors who are encouraging those saving for retirement to remain with their 401(k) provider after they leave the workforce.... Read More
BY Ted Godbout | 4/27/2022
Since the start of the pandemic, plan sponsors appear to have become less sure that traditional target date funds meet employees’ retirement needs and are expressing interest in the next generations... Read More
BY Ted Godbout | 3/28/2022
Thanks in part to the growth of collective investment trusts (CITs) and a rebound in investor contributions, total assets in target date strategies grew to a record high in 2021.  CITs... Read More
BY NAPA Net Staff | 2/9/2022
Collective investment trust-based target-date solutions now control 45% of non-custom TDF assets, up from 35% in 2016, according to the latest analysis by Sway Research. Eight out of ten of the... Read More
BY Ted Godbout | 2/8/2022
While few target date funds currently include strategies to reduce volatility with the ability to enhance returns, which are principles of stable value, there appears to be significant interest in... Read More
BY Ted Godbout | 1/18/2022
Investor contributions to target-date mutual funds made a comeback in 2021 after the retirement savings vehicles encountered net redemptions for the first time in 2020,... Read More
BY Ted Godbout | 11/30/2021
While the debate over passive versus active investing deserves consideration, there are several other factors that can have a bigger impact over time, according to a new white paper from T. Rowe... Read More