Allstate Pulls Back on ClearTarget Retirement Funds
Less than a year after their launch, Allstate has pulled the plug on its Allstate ClearTarget funds.
Tag: Lifecyle funds
Morningstar Introduces Target-Date and Target-Risk Indexes
Morningstar, Inc. has launched a family of asset allocation indexes, designed to benchmark target-date and target-risk investment products.
DailyAccess Adds Target Plus Portfolios
DailyAccess Corporation has added Old Mutual Asset Management's Target Plus Portfolios to its product platform.
Ibbotson Widens Target Maturity Portfolio Offering across DC Market
Ibbotson Associates is now offering its custom target maturity portfolio construction service to financial institutions serving defined contribution plans of all sizes.
Vanguard: Target-Date Funds Balance Investment Behavior
With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented
QDIA Essentials
Choosing among target-date funds, balanced funds, and managed accounts
investment-oriented
Searching for Clarity
Target-dates useful but flawed, witnesses tell SEC and DoL
investment-oriented
An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can advisers do?
intro
Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
DC Consultants Adjust Offerings to Address New Trends
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
intro
The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.