PPL Corp. Agrees to Settle Participant Lawsuit Over TDFs for $8.2M
Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...
Tag: target-date funds (TDFs)
Income Target-Funds Reach $22B in Assets in 2024
A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.
SEC Fines Vanguard for Misleading Retail Target-Date Fund Investors
The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with...
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
Q&A: Seeking a More Perfect TDF
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Implicitly Wrong: Hidden Fees in Retirement Income Solutions
Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement...
2070 TDFs Are Here for Youngest Workers
New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs...
DC Plan Experts See Slow, Steady Progress in Plan Personalization
Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players.
Court Grants Genworth Class Certification Appeal
Plaintiffs can appeal class action status granted earlier this month to participants who were invested in BlackRock Inc. target date...
T. Rowe’s TDF Team Launches Personalized Offering
The asset manager offers a managed account-like investment option built on its target-date-fund strategies.
Capital Group Launches 1st Active/Passive TDF Blend Series
TDFs incorporate index funds from both BlackRock and State Street.
Passive Products Widen Lead on Active in DC Managed Assets
Passively managed assets in defined contribution retirement plans have increased their market share three years in a row, according to...
TDF Assets Continue Climb Through July
The popular retirement savings default vehicle reached a new high for assets held by the top providers, according to Simfund...
Lifetime Income Design Firm ARS Elevates Paulsen to CEO
The former head of distribution will lead the retirement income design company that has partnered with State Street on an...
Vanguard Leans Into DC Adviser Outreach
The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan...