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
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Target Date Funds
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
BY Nevin E. Adams, JD | 5/10/2021
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 Nevin E. Adams, JD | 5/7/2021
The Chairpersons of two of the leading retirement plan committees in Congress are calling for a review of…target-date funds.
Sen. Patty Murray (D-WA), Chair of the Senate Committee on Health,... Read More
BY Nevin E. Adams, JD | 3/5/2021
An intriguing “consortium” of retirement plan providers have teamed up on a new QDIA offering that incorporates a retirement income solution.
The product—tagged Income AmericaTM 5ForLife—is a... Read More
BY Ted Godbout | 1/28/2021
Plan sponsors remain hesitant to add alternative asset classes to their target date funds (TDFs), but a new paper argues that such investments might be one way to improve the success of DC plans.... Read More
BY Michael Garberich and Todd Kading | 12/9/2020
In 2020, the first quarter’s COVID-19-driven bear market led to losses for all target date vintages, and near-retirement investors withdrew funds. Despite diversified portfolios, investors expecting... Read More
BY Ted Godbout | 12/8/2020
While it may not happen overnight, next-generation target date funds will soon start to look a bit different thanks to recent regulatory developments, according to a new report by Cerulli. ... Read More
BY Ted Godbout | 6/3/2020
New research examining custom target date funds from 2017-2018 finds that overall median allocations between the two years were very stable, with few changes observed.
Overall, the... Read More
BY Ted Godbout | 4/10/2020
Amid the coronavirus bear market, target date funds generally performed in line with expectations, but not all TDFs are created equal and outcomes have varied, according to new research by... Read More
BY Ted Godbout | 3/4/2020
Fueled by a surge in stock prices, assets in target-date mutual funds and CITs hit new highs in 2019, according to an annual study by Sway Research.
In fact, target-date assets reached... Read More
BY Judy Ward | 2/11/2020
What did target date fund providers learn from the market crash a decade ago? Not much, for some providers, believes Richard Weiss, chief investment officer-multi-asset strategies at Kansas City-... Read More
BY Ted Godbout | 1/29/2020
More DC plan sponsors are using target date funds that blend active and passive strategies to seek lower fees and enhanced alpha potential, according to a new white paper.
While these... Read More
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