Tag: Lifecycle Funds

When it comes to employee benefit plans, there’s a new sheriff in town. 

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

A new Morningstar analysis gave Vanguard Target Retirement target-date funds the highest possible rating for its “best practices and low fees.”

Large U.S. companies have made changes to the investment lineups of their defined contribution (DC) plans, according to Watson Wyatt.

Now that all the hype and barrage of new offerings in the market have died down, is there still opportunity in target-date funds for asset managers?

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

The stock market rally that continued throughout the second quarter ended the string of six consecutive quarters in which the average target-date fund lost money, according to the...

Seligman TargetHorizon portfolios, a suite of target-date funds composed of exchange-traded funds (ETFs) and managed by RiverSource Investments, has introduced a risk overlay strategy to help mitigate portfolio...

Arnerich Massena&Associates, Inc., a Portland, Oregon-based independent investment consulting firm, has released the white paper "Not All Target-Date Portfolios Are Created Equal."

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...

Target-date funds’ allocations among stock and bond subclasses were among the primary determinants of the funds’ performance, new Vanguard Group research found.

The Vanguard Group has added a new interactive target-date glide path tool to its Web site to help participants better understand how the asset allocations of the its...

The Vanguard Center for Retirement Research reported that the use of target-date funds in defined contribution plans administered by Vanguard continues to grow rapidly.

The Securities and Exchange Commission (SEC) released the lineup of witnesses set to testify about target-date funds before SEC and Department of Labor (DoL) officials on Thursday.

Great-West Retirement Services today introduced the Maxim Lifetime Asset Allocation Series.

Prudential Retirement released a white paper that said target-date funds should be changed to include guaranteed income features.

A study by the Employee Benefit Research Institute (EBRI) found plan demographics affect individual participant contribution rates and target-date fund investment choices by participants.

Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.

Plan sponsors might need to better utilize advisers in order to ensure that participants are getting the full benefits from target-date funds, a new study found.

American United Life Insurance Company (AUL) teamed up with American Century Investment Services, Inc., to offer LIVESTRONG Portfolios to AUL Retirement Services clients.