Tag: target-date funds

Putnam Investments presents TDF evaluation tool; J.P. Morgan and Nationwide launch investment product; and OneDigital adds downside risk protection to...

Academics say "low-attention" investors let TDF managers favor their own families of funds at the expense of performance.

The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility.

The lawsuit alleges that plan fiduciaries selected unproven TDFs for the plan, failed to monitor them and failed to replace...

Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard offers TRFs; and more.

The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.

In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.

A former participant in the Allstate 401(k) plan accuses plan fiduciaries of keeping poorly performing target-date funds on the investment menu and as the plan's default investment.

The lawsuit against Principal Global Investors and related entities was abandoned.

Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented...

The lawsuit is one of many filed recently claiming that the use of an index suite of Fidelity TDFs is more prudent.

The lawsuit argues that while the TDFs in the plan are CITs, they are private label CITs with much higher expense ratios than the typical CITs offered by...

Citing previous court decisions, a judge said dismissal is not proper at this early stage and the plaintiffs lack the information to detail their claims until discovery proceeds.

The reason why target-risk funds gave way to target-date funds is the perceived simplicity of just using one’s retirement date to set the portfolio's investment risk tolerance—but this...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...