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‘Through’ TDFs May Make Sense
70% of participants keep their money in the funds after retiring.
Tag: Lifestyle funds
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ETFs Find DC Entry via TDFs
17 TDF providers leverage exchange-traded funds as underlying investments
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SSGA Calls for Mandatory Retirement Savings Plans
The investment management firm notes that nearly 40% of working households do not have access to a retirement plan.
Convinced They Are Right, Investors Misuse TDFs
Target-date funds may not be a set-it-and-forget-it investment after all, according to a Financial Engines study.
Guardian Adds to Managed Account QDIA Capabilities
Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.
Investment Product Launches for the Week
CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.
TDFs Can Be the Vehicle for Alternatives in a DC Plan
A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.
TDFs Start to Go Global
Plan sponsors need to understand the implications of how their plan’s TDFs may be affected by changing exposures to international stocks and bonds.
TDFs Continue Growth as Target-Risk Funds Lose Assets
In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9 billion.
Many TDFs Fall Short, AllianceBernstein Says
The funds need broader asset allocation and open architecture, according to the investment firm.
Pensionmark Introduces Custom TDFs
The funds aim to provide returns in line with market indexes.
Comparing Target-Risk and Target-Date Solutions
Even with the option to be more conservative or aggressive, most participants still stick to a moderate glide path.
Managed Accounts the Next DC Investment Trend?
The number of mega plans offering managed accounts has grown 13 percentage points in the last year.
Documenting a TDF Selection Process Is Key
Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.
LGIMA Announces Series of Senior Hires
Legal & General Investment Management America, Inc. (LGIMA) announced that it has hired four executives to support its expanding liability-driven investing (LDI) business.
Schwab Introduces Low-Fee Passive TDF Share Class
Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust Funds (SIRT Funds), featuring a 0.08% expense ratio and a $100 million minimum...
Target-Date and Target-Risk Funds Performing Well
The average target-date fund (TDF) enjoyed nearly a 4% return for the second quarter of 2014, buoyed by U.S. large cap, emerging market and real estate equity holdings.