Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...
Tag: target-date funds (TDFs)
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...
Judge Allows Claims in ERISA Suit Against Prime Healthcare to Proceed
The lawsuit challenges the company's use of an active TDF suite in its 401(k) plan, among other things.
Compliance News
Legislative and Judicial Actions
GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is...
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Investment Product and Service Launches
T. Rowe Price announces fee reductions on TDFs and trusts; ICMA-RC details new updates to its managed accounts platform; Northern...
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
SECURE 2.0 Includes Provision for Asset Allocation Fund Benchmark
The bill, referred to as 'SECURE 2.0,' gives the DOL six months after its passage to modify ERISA to allow...
Investment Product and Service Launches
Putnam Investments presents TDF evaluation tool; J.P. Morgan and Nationwide launch investment product; and OneDigital adds downside risk protection to...
Congressional Chairs Ask the GAO to Review TDFs
They say the expenses and risk allocations in target-date funds vary considerably.
Research Says Lack of Attention by Investors Helps TDF Managers Sacrifice Returns
Academics say "low-attention" investors let TDF managers favor their own families of funds at the expense of performance.
TDF Embedded Lifetime Income Solution Coming to Market By Summer
The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility.
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
Schlichter Strikes Again, This Time Against Takeda Pharma’s 401(k)
The lawsuit alleges that plan fiduciaries selected unproven TDFs for the plan, failed to monitor them and failed to replace...
Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard offers TRFs; and more.
‘Annexus Retirement Solutions’ Launch Signals Rise of DC Plan Lifetime Income
The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.