Results for "target date funds"

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Target date glide paths are ‘unstable' at some major plan providers

July 19, 2011

Target date fund families are known for having a conservative or aggressive glide path, but a new analysis shows that some families have made drastic changes to their glide paths over time. A new paper from Ibbotson Associates Inc. looked at...

Still too much cycle in life cycle funds, study finds

June 28, 2011

In theory, life cycle mutual funds should relieve investors of the thorny task of rejiggering their assets as they move through the stages of their lives. The idea? To transfer assets into less risky investments as investors approach retirement....

New Fidelity funds meld target date portfolios, muni bonds

June 26, 2011

Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing. The Fidelity Defined Maturity Funds, launched last week, are four muni-bond portfolios with maturity dates ranging from 2015 to 2021. Unlike...

Morningstar hikes rating on JPMorgan's target date series

May 9, 2011

Pointing to improvements in corporate culture and stewardship grades, Morningstar Inc. has raised its ratings for J.P. Morgan Asset Management's target date funds. The hike places the SmartRetirement products on a par with target date funds...

Inflows poured into target date funds at Vanguard, T. Rowe in 1Q

May 1, 2011

Money poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc. Meanwhile, nearly $50 million flowed out of AllianceBernstein LP's target date funds during the quarter. “They have seen...

Top 25 DC fund managers show 17% increase from 2009

May 1, 2011

The 25 defined-contribution money managers with the most mutual fund assets reported a combined total of $1.606 trillion as of Dec. 31, up 17% from a year earlier, according to sister publication Pensions & Investments' annual survey. It was...

Target date funds back on target: Morningstar

April 29, 2011

Target-date funds designed for investors retiring last year have recouped losses from the credit crisis, Morningstar Inc. said. The funds labeled 2010 gained 5 percent on average from U.S. stocks' high in October 2007 through Feb. 17, the report...

AllianceBernstein sees target date fund outflows

April 25, 2011

Funds poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc. Meanwhile, nearly $50 million flowed out of AllianceBernstein LP's target date funds during the quarter. “They have seen...

Gender split on target funds

February 27, 2011

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds. An analysis of the retirement plans administered by Massachusetts Mutual Life Insurance Co. showed that...

GAO lifts hood on target date funds - and finds big problems

February 27, 2011

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly. A report released by the GAO found, for example,...

GAO lifts hood on target date funds – and finds big problems

February 24, 2011

The U.S. Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly. A report released by the GAO found, for...

Target date fund suggestions could do more harm than good

February 24, 2011

Though the Government Accountability Office's suggestions to the Labor Department for additional guidance on target date funds are well-intentioned, they aren't terribly helpful and are not likely to become a reality, ERISA lawyers said. “They're...

How to compare target date funds

February 20, 2011

As part of the Pension Protection Act of 2006, the Labor Department granted plan sponsors a “safe harbor” to enroll participants automatically in a handful of investment products designated as qualified default investment alternatives. This...

Target groups see changes to rankings

February 13, 2011

Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments. Morningstar's ranking features five categories...

These two target date fund families missing the mark: Morningstar

February 8, 2011

Morningstar updated its quarterly ranking of large target-date fund families, raising its rating on TIAA-CREF and MassMutual, while lowering its rating on Fidelity Investments, confirmed spokeswoman Alexa Auerbach. Morningstar's ranking features...

Industry groups say target date proposal slightly off the mark

January 17, 2011

Retirement and investment industry participants are seeking greater detail from the Labor Department on its proposed enhanced disclosures for target date funds in retirement plans. The Certified Financial Planner Board of Standards Inc., the...

Target date fund proposal targeted by industry group

January 13, 2011

The Labor Department's call for greater disclosure on target date funds is generating criticism as the deadline for public comment on the proposed rule approaches. The rule, revealed by the DOL's Employee Benefits Security Administration in...

Putnam cuts fees on absolute-return and lifecycle funds

November 29, 2010

Putnam Investments has significantly lowered the expense ratios on its slate of Absolute Return funds and its RetirementReady Lifecycle funds. At the highest end, Putnam trimmed fees on its Absolute Return 100 Fund by 54%, lowering the total...

DOL floats disclosure rule for 401(k) target date funds

November 29, 2010

The Labor Department today proposed a rule aimed at providing 401(k) plan participants more details about target date funds used in retirement plans. The proposed rule, which will be posted in the Federal Register on Tuesday, calls for 401(k)...

Providers add alternative investments to target date funds

October 31, 2010

Some providers of target date options in defined-contribution plans are adding alternative investments ranging from commodities and Treasury inflation-protected securities to real estate investment trusts and master limited partnerships. Among...

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