Tag: Lifecyle funds

Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.

Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans. 

While men and women participants are turning to asset allocation funds in similar amounts, women are showing a discernable preference for target-date offerings. 

Putnam Investments plans to launch a version of its Absolute Return 500 Fund for use by insurance companies in variable annuities and other variable insurance products.

Focus groups conducted by the Center for Financial Security at Boston College showed participants do not appreciate the inherent diversification of target-date funds.

Principal Funds has hired Jeff Tyler as portfolio manager for Principal LifeTime Funds target-date fund series, effective March 1, 2011.

The Vanguard Group was the largest fund manager as of December 31, 2010, according to Strategic Insight, an Asset International company.

Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.  

The ERISA Industry Committee (ERIC) submitted comments to the Department of Labor’s Employee Benefits Security Administration (EBSA) regarding its proposal on target-date fund disclosures.

The American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Independent Retirement Plan Advisors (NAIRPA) suggested a few additions and modifications to target-date fund disclosure...

A Vanguard survey finds that most target-date fund investors understand the funds’ basic design and are aware of the accompanying investment risks.

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

On January 3, 2011, the Fairholme Allocation Fund will be open to investors.  

Plans in the Callan DC Index recovered lost ground in the third quarter, returning 8.4% on average.

AllianceBernstein has launched Secure Retirement Strategies (SRS), a target-date solution that provides guaranteed lifetime retirement income to participants of large defined contribution (DC) plans.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

A recent survey revealed that plan sponsor perceptions of target-date funds, as compared to other QDIA options, are shifting.

As a result of a Q310 turnaround in equity returns, as well as continued positive performance in the fixed-income market, target maturity funds strolled into the fourth quarter...

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...