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Target Date Funds

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
BY Nevin E. Adams, JD | 7/10/2018
You’ve doubtless at some point in your career had someone walk up to you and say “I’ve got good news, and I’ve got some bad news.” Well, there was good news – and some not-so-good news about plan... Read More
BY Ted Godbout | 6/7/2018
Target-date funds have continued to reshape the investment patterns of retirement savers and are now expected to make up the vast majority of DC plan investments in less than five years, new research... Read More
BY NAPA Net Staff | 5/15/2018
Assets in target-date mutual funds totaled roughly $1.11 trillion at the end of 2017, up from $880 billion at year-end 2016 – but that’s not the most intriguing trend.According to Morningstar’s “2018... Read More
BY Ted Godbout | 4/11/2018
Potentially fueled by the desires of plan sponsors to reduce fees, there continues to be a move toward passively managed target date funds, according to an analysis by Mercer.In its “Target Date... Read More
BY Jerry Bramlett | 4/5/2018
One of the simplest investment options for the average DC investor, and one that can be very effective in achieving long-term retirement goals, is the good old target-date fund. Unfortunately, as two... Read More
BY Ted Godbout | 3/12/2018
Long utilized in DC plans to help participants save for retirement, target date funds have “untapped potential” to support retirement spending, new survey results suggest.BlackRock’s latest DC Pulse... Read More
BY Ted Godbout | 3/8/2018
Fueled by the strong stock market performance in 2017, assets in mutual fund and CIT-based target-date solutions continued to see impressive growth, with passive strategies still gaining market share... Read More
BY Nevin E. Adams, JD | 2/8/2018
TDFs are helping a new generation of savers invest appropriately – but what will the next generation of target-date funds bring to the fore?It’s been nearly a quarter century since the first target-... Read More
BY Ted Godbout | 11/8/2017
Despite the challenging barriers to entering a concentrated market, a new study points to open-architecture series as a way for target-date fund managers to benefit from increased demand for their... Read More
BY Ted Godbout | 8/10/2017
Extending their first-quarter gains, target-date funds posted a return of 2.83% in the second quarter, with diversification to non-U.S. equities helping drive TDF performance, according to the Callan... Read More
BY NAPA Net Staff | 5/16/2017
A new whitepaper raises three questions regarding the structure, management and cost-benefit balance of different fixed income strategies in considering an appropriate target-date fund for a DC plan.... Read More