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...
Tag: TDFs
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...
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...
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.
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...
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...
Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds
A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...
TDF Flows Bounce Back in Q1
The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...
Vanguard Taps Former BlackRock Divisional Head for CEO
Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...
401(k) Trading Rose in April
Alight’s 401(k) index found participant’s gravitating toward bonds.
LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.