QDIAs Have Evolved. They Will Again After the Coronavirus.
Many participants appear to be battled hardened from the Great Recession and are enjoying at least some measure of protection...
Tag: TDF
AllianceBernstein to Close its Mutual Fund Target-Date Series
The investment firm will be shifting all of its focus to its CIT target-date series.
Investment Focus
Tactical Glide Paths
More TDF fund managers choose to deviate from a fund’s allocation.
Employers Offer Diverse Range of 401(k) Investment Options
In 2016, the average plan offered 27 investment options, according to a report from BrightScope and ICI.
Nearly Half of Vanguard Plans Use Automatic Enrollment
At year-end 2018, 66% of new plan entrants were enrolled via automatic enrollment.
Investment Focus
Most TDFs Are Actively Managed
Passively managed target-date funds make up a small universe
More Efforts Needed to Increase Retirement Plan Participant Savings Rates
While automatic enrollment gets participants into plans, a sizable segment are starting their average contributions at a minimum 3.3% rate and failing to take any additional action to...
Practice Development
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Setting Defaults and Auto-Escalations Too Low May Undermine their Power
In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower,...
Workers in AB Retirement Confidence Survey Cite Desire for Income
Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.
More Than One-Quarter of 401(k) Assets Are in CITs
Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets.
Selecting the Optimal QDIA
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.
Cerulli Foresees 401(k)s Embracing Retirement Income
With many Boomers retiring, the research firm says the industry is at “an inflection point.”
Practice Management
The Retirement Purse
Should a participant's TDF still seek returns after he crosses the finish line?
J.P. Morgan Retirement Leader Examines Sequence of Returns Risk in TDF Context
The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...
401(k) Investors Moved From Equities into Fixed Income in April
The flows went primarily to bond, stable value and money market funds.