Tag: Lifestyle funds

Retirement plan advisers can deliver significant value by helping sponsor clients address the shortcomings of prepackaged TDF solutions, says Tara Mashack-Behney of Conrad Siegel Investment Advisors.

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

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

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

Nearly three-quarters of 401(k) assets are held in 5,000 big retirement plans, possibly affecting how defined contribution (DC) plans make investments, a report says.

The 2012 “risk bullies” caused investors to leave equity funds, creating double trouble.

A significant number of investors are lowering their expectations for their retirement lifestyle.

Baby Boomer women are more uncomfortable, worried or concerned than Boomer men about their current and future financial situation, according to AARP.

Only about one in six people (16%) worldwide is confident their current savings are sufficient to cover financial needs after retirement, a survey found.

The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).

The lifecycle investment product market increased to $842 billion as of year-end 2011, reports Strategic Insight (SI), an Asset International company. 

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

The year we began publishing PLANADVISER was a big year in many ways for me.  

MassMutual's Retirement Services Division has enhanced its investment offerings in its target date (lifecycle) and lifestyle (risk aware) categories to “better serve retirement plan market...

On average, defined contribution plan participants include 5.3 funds in their accounts in 2011 - nearly double what they had in 1996, according to a Spectrem study.

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

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. 

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