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
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Target Date Funds
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
BY NAPA Net Staff | 10/7/2021
BlackRock unveils a new in-plan retirement income option—and five large plan sponsors are already “in.”
According to a press release, those five large plan sponsors (which include the... Read More
BY Ted Godbout | 10/5/2021
While debate remains over whether plan sponsors should offer either managed accounts or target date funds in their plans, a new study suggests that they shouldn’t have to choose.
For years,... Read More
BY Ted Godbout | 9/10/2021
While many continue to debate the pros and cons of target date funds, one thing appears certain: the prevalence of TDFs in 401(k) plans has grown substantially since enactment of the Pension... Read More
BY NAPA Net Staff | 5/25/2021
T. Rowe Price has filed prospectus supplements with the Securities and Exchange Commission (SEC) to lower fees on its existing target date portfolios—and announced plans to expand its TDF lineup.... Read More
BY Nevin E. Adams, JD | 5/14/2021
The chairpersons of two of the leading retirement plan committees in Congress called for a review of target-date funds, questioning both the asset allocation of those funds at retirement and the... Read More
BY Ted Godbout | 5/11/2021
Amid ongoing questions surrounding the use of private equity investments in professionally managed funds within 401(k)s, a senior Labor Department official confirmed that the department is conducting... Read More
BY NAPA Net Staff | 5/10/2021
Putnam Investments has launched TargetDateVisualizer to help advisors better guide retirement plan sponsors in selecting target date funds and collective investment trusts (CITs) based on specific... Read More
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