Smart Beta Could be the Next Step in TDF Innovation
In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta.
Tag: Lifecyle funds
cover story
Power Stance
Advocating for aggressive plan design, to help ensure what workers save goes the distance
intro
Getting to the Right Place
While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done.
research
2017 PLANADVISER DCIO Survey
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding...
The Callan DC Index Posted Strong Gains During First Quarter 2017
The growth of 4.67% is the highest quarterly bump for the index since the end of 2013.
The Use of Professionally Managed Portfolios Projected to Reach 75% by 2021
The use of automatic features has also benefited participants, Vanguard says.
TDFs Help U.S. Investors Avoid Market-Timing Mistakes
Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.
Investment Products and Service Launches
Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.
Wells Fargo Proprietary TDF Suit Dismissed
A federal judge called comparisons to other funds insufficient, and noted that funneling participant investments into a default fund is normal.
Fixed-Income Holdings Can Make Or Break TDF Performance
J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...
Surging TDF Market Sees Product Innovation
With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd.
TIAA TDFs Aim for Direct Real Estate
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.
Consultants Make Recommendations for Plan Sponsor Fund Lineups
Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.
Boomers Abandoning TDFs at or Near Retirement
There are strategies to help retirees create a lifetime income stream that can reverse this trend.
TDF Market Shows Signs of Maturity
An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to...
Court Finds Intel Alternative Investment Suit Time-Barred
The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans’ assets in risky and high-cost hedge fund and private equity investments...
Millennials Strongest Proponents of Auto Features
A new study finds Millennials are almost unanimous in their support of TDFs and auto-escalation features; moreover, they want their employers to help them save for retirement.
Younger Participants Expect Employer To Steer Retirement Plan
Many folks under 30 are “do-it-for-me” type investors.
Equity Funds Most Common Type of Fund Held in 401(k)s
This was followed by $835 billion in hybrid funds, which include target-date funds, ICI found.