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Target Date Funds

BY NAPA Net Staff | 3/11/2013
At a breakout session at the NAPA/ASPPA 401(k) Summit in Las Vegas last week, industry experts discussed whether it’s more prudent to select the TDF before the record keeper. With more TDFs being... Read More
BY NAPA Net Staff | 3/5/2013
In a relatively far-reaching report, the DOL issued a briefing that outlines steps plan sponsors should take when considering and monitoring TDFs. The most interesting one is their recommendation... Read More
BY NAPA Net Staff | 2/22/2013
Russell Investments recently announced “Adaptive Retirement Accounts,” which it heralded as the next generation of TDFs. Using data available from record keepers, Russell designs customized... Read More
BY NAPA Net Staff | 2/19/2013
Target date funds continue to grow in popularity, both as QDIAs and as designated investments for participants to choose. After the financial problems of 2008, the DOL and the SEC became concerned... Read More
BY NAPA Net Staff | 2/15/2013
By John M. Miller, CFA Use of “passively” managed target date funds in 401(k) plans is on the rise. Why is this? Most would suggest that the primary driver is lower fees. I tend to agree. However,... Read More
BY NAPA Net Staff | 2/11/2013
Asset flows into TDFs showed no sign of slowing down in the fourth quarter of last year, as AUM reached new highs of $485 billion — a 29% increase over the previous year — according to a report by... Read More
BY NAPA Net Staff | 1/25/2013
While the Wall Street Journal took a shot at TDFs this week, especially regarding the 2015 funds, Morningstar has a contrary view, noting that overall the category performed well — even the 2015... Read More
BY NAPA Net Staff | 1/23/2013
With all their popularity — which only seems to be growing — there are a lot of critics of the current crop of target date funds, as evidenced by a recent article in the Wall Street Journal. While... Read More
BY NAPA Net Staff | 1/9/2013
Editor’s Note: This is the latest in a series of posts by speakers at the 2013 NAPA/ASPPA Summit, March 3-5, 2013 in Las Vegas. Richard A. Weiss of American Century discusses reevaluating existing... Read More
BY NAPA Net Staff | 12/31/2012
Fred Reish, Drinker Biddle’s resident ERISA expert, provides an investment policy guide to plan fiduciaries when selecting and monitoring TDFs. Though TDFs are similar in nature to other plan... Read More
BY NAPA Net Staff | 12/3/2012
You can never underestimate the irrationality of participants. Assuming that they will act in their best interests – or even act at all – can lead to bad decisions about TDFs. Based on research... Read More
BY NAPA Net Staff | 11/13/2012
Growth in target date funds is expected to increase 21% between the end of 2011 and 2016, according to a study conducted by BrightScope with Fuse Research Network. The study is part of a series of... Read More
BY NAPA Net Staff | 10/4/2012
Contrarian Robert Arnott, Chairman of Research Affiliates, told CNBC viewers on Wednesday that investors will yield a 20% greater return by being more aggressive closer to retirement — bucking the... Read More