How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Tag: custom target-date funds
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Wilshire: Personalized Investing Is Future of DC Plans
Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
Adviser Op-Ed: The Case for Custom Default Investment Solutions
Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have...
Data Points: Customization and the QDIA
Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
ERISA Attorney Q&A: Customization and Litigation
One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while...
Industry Views on Customized TDFs, Managed Accounts
Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...
Investment Product and Service Launches
Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.
Investment Product and Service Launches
Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed...
Tempered Interest in Custom TDF Market Belies Big Opportunities
Experts say the typical off-the-shelf target-date fund (TDF) isn’t as diversified as what could be created under a custom implementation.
Dissecting the Custom Target-Date Fund Market
The 2019 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide breaks down the custom TDF market by provider, series name, glide path landing point, number of funds per series, and...
ERISA Complaint Questions Alternatives Use in Custom TDF
Retirement plan fiduciaries at Intel are accused of exposing investors to bets on speculative areas of the markets.
New DCIIA Report Aims to Help DC Plan Sponsors With Custom TDF Discussions
Chris Nikolich, with AB, and co-contributor to the research initiative, told PLANADVISER, “The whole purpose of this was to allow plan sponsors to compare their custom allocations to...
This Plan Sponsor Is All-In on ESG TDFs
Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its...
Practice Development
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Customization Gives Sponsors More Control Over Investment Vehicles
It also enables them to negotiate lower fees, Vanguard says.
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found