How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Tag: custom TDFs
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
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...
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.
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...