Tag: TDFs

A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...

The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...

Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...

Alight’s 401(k) index found participant’s gravitating toward bonds.

Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.

David Blanchett of PGIM argues that qualified retirement plan menus have ‘notable gaps’ in alternative asset classes that would improve...

Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.

On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.

A 401(k) complaint alleging fiduciary imprudence was rebutted in a 70-page review of the committee’s selection and review process.

iJoin’s CEO discusses the evolution and current state of managed accounts.

Firm announces new resource center, and leader, to work across DC plan and financial advisement.

What new advisers need to know about qualified default investment alternatives in retirement plans.

The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...

The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.