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
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Target Date Funds
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
BY Ted Godbout | 1/22/2020
While demographics can significantly influence a DC plan participant’s choice to accept the default investment, new research finds that expense ratios can also play a leading role.
In “Made... Read More
BY Nevin E. Adams, JD | 10/22/2019
A new report by Alight Solutions, LLC reveals some eye-opening findings about how some 2.5 million target-date fund investors are saving – and investing.
The report, titled five surprising facts... Read More
BY Nevin E. Adams, JD | 10/18/2019
Target-date funds continue to garner a whole new generation of defaulted contribution flows – and yet, interest in, and deployment of, managed account solutions continues to grow. This week, we asked... Read More
BY Ted Godbout | 10/9/2019
Target-date products continue to dominate the QDIA landscape, but new research from Cerulli suggests that providers must innovate beyond current norms to deliver the guidance and custom retirement... Read More
BY Ted Godbout | 9/19/2019
Increased fee sensitivity is compelling target-date asset managers and retirement plan consultants to explore new options for product development, according to a new report by Cerulli Associates.... Read More
BY NAPA Net Staff | 9/16/2019
Buoyed (if not fueled) by their prominence as a qualified default investment alternative (QDIA) and the expanding availability of automatic enrollment, target-date funds are dominating new... Read More
BY Ted Godbout | 9/4/2019
While combining target-date funds with other investments may not seem problematic at first glance, a new study argues that it can diminish a TDF’s potential benefit.
More than 10 million DC plan... Read More
BY Steff Chalk | 7/23/2019
Overseeing another’s best interest is no simple task, whether as a parent, a caregiver or even a plan fiduciary. While there are many significant differences among these disparate roles, there are... Read More
BY Ted Godbout | 6/26/2019
The economic consequence of different defaults in defined contribution plans is significant, according to a new report by the TIAA Institute.
In “The effect of default target date funds on... Read More
BY Ted Godbout | 3/20/2019
Running the gamut from “growth” to “defensive,” new research documents the extensive asset allocation strategies among custom target date funds.
Noting there is a wide range of information... Read More
BY Ted Godbout | 3/11/2019
Target-date funds continue to reshape investment patterns in DC plans in fundamental ways – and their expanding usage is expected to continue for the foreseeable future, according to a new report.... Read More
BY NAPA Net Staff | 3/5/2019
Down markets kept target-date fund growth in check, but the push toward passive – and lower-cost – options picked up pace in 2018, according to a new report.
According to “The... Read More
BY John Iekel | 7/31/2018
While it’s easy to find a plan that has adopted target-date funds, it's hard to find assessments that ask hard questions about them. A recent white paper fills that void.In “Are Target-Date Funds... Read More
BY Ted Godbout | 7/16/2018
A new study reveals a number of remarkable developments in plan design trends and participant savings behaviors among small business defined contribution plans.In Vanguard’s fifth annual “How America... Read More
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