Tag: Lifecyle funds

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Employees who invest in target-date funds (TDFs) through their employer-sponsored defined contribution (DC) plan feel more confident about meeting retirement goals, says a new study.

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.

Recent research by investment management firm Vanguard indicates trading by participants of defined contribution (DC) plans has decreased by half over the last decade.

The Securities and Exchange Commission (SEC) is again seeking public comment on rule amendments proposed in 2010 that would change the way target-date funds (TDFs) are marketed.

Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

Financial services provider Morgan Stanley added discretionary capabilities to its defined contribution (DC) retirement plan advisory services.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.