Products & Services January 14th, 2025 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...
Client Service January 14th, 2025 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.
Products & Services January 8th, 2025 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...
Products & Services January 1st, 2025 How TDFs Are Evolving Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Products & Services January 1st, 2025 Beyond TDFs A look at some of the leading defined contribution investment solutions competing with target date funds.
View Points November 5th, 2024 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...
Products & Services October 29th, 2024 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...
Products & Services October 1st, 2024 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...
Client Service October 1st, 2024 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.
Compliance September 17th, 2024 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...
Products & Services September 12th, 2024 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.
Products & Services September 9th, 2024 Capital Group Launches 1st Active/Passive TDF Blend Series TDFs incorporate index funds from both BlackRock and State Street.
Data & Research August 26th, 2024 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...
Data & Research August 14th, 2024 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...
Deals & People July 30th, 2024 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...
Client Service July 9th, 2024 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...
Data & Research June 24th, 2024 NEPC Looks at ROI of Managed Account Savings Advice In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
Data & Research June 12th, 2024 Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
Products & Services June 10th, 2024 Vetting of QDIAs Is Crucial as Options Proliferate Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...
Products & Services June 6th, 2024 Could Majority of TDFs Include Income Annuity in 10 Years? Recordkeeper builds and government backing will be key elements of TDFs with annuity options taking hold, according to a panel...