Results for "target date funds"

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ICI slammed over target date defense

February 9, 2010

The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds. Last month, in response to increasing scrutiny of target date funds from members of Congress, the ICI published...

Target date troubles persist

January 24, 2010

After being battered by a rough market in 2008, target date funds continued to face the problems of attracting consistent contributions from participants, controlling the amount of pre-retirement distributions and discouraging investors from...

Fidelity eyes adding rivals' target date funds to its 401(k) mix

December 22, 2009

Fidelity Investments is discussing adding non-proprietary target date funds to its adviser-sold 401(k) platform. The discussions come amid rising concerns in Congress and at the Labor Department about the potential for conflicts of interest...

Sen. Kohl targets target date fund managers

December 16, 2009

Legislation that in some cases would require target date fund managers to take on fiduciary responsibilities will be introduced by Senate Special Committee on Aging Chairman Herb Kohl, D-Wis., the senator announced today. Mr. Kohl said the legislation...

He gets riled about risk

December 13, 2009

Before being elected to the Senate, Herb Kohl ran his family's grocery and department store business. “He approaches everything from a customer service perspective,” said Ashley Glacel, a staff aide who has worked for the Wisconsin Democrat...

Borzi: Labor Dept. still considering target date regs

December 9, 2009

The Labor Department is still considering regulating target date funds, according to Phyllis C. Borzi, assistant secretary of labor for the Employee Benefits Security Administration. “While we do not have any specific project in our regulatory...

Wal-Mart a smart shopper for target date funds

November 29, 2009

Wal-Mart Stores Inc. has introduced custom target date funds to its more than 1 million 401(k) participants, following an unusual selection process. Nathan Voris, senior manager for global benefits design at Wal-Mart, described the beginning...

Report: Target date funds expected to boom by 2018

November 29, 2009

Total assets in target date funds will grow to $2.6 trillion by 2018, attracting 80% of new and reallocated flows into defined-contribution plans for the next decade, according to a projection in a recent Casey Quirk & Associates LLC report....

Milliman in talks to launch guaranteed-income product for 401(k) plans

November 15, 2009

Milliman Inc. is in discussions with a number of mutual fund companies, insurers and 401(k) plan sponsors to launch a guaranteed-income product that would be backed by a pool of insurers. By mid-2010, the company ex-pects that at least one 401(k)...

BrightScope launches target date benchmark tool

November 2, 2009

BrightScope, a San Diego, Calif.-based 401(k) data and analytics firm, announced on Monday a partnership with Target Date Analytics LLC to launch the BrightScope On Target Index. Effective today, plan sponsors and advisers who sign up to use...

Insurers and asset managers set to tag-team target date funds

October 27, 2009

New opportunities for insurers and asset managers are on the horizon as they seek a way to put a guaranteed wrapper around target date funds, according to an insurance company executive. Speaking on the panel “The New Retirement Reality”...

J.P. Morgan rolls out online evaluation tool for target date funds

October 25, 2009

J.P. Morgan Funds is rolling out an online version of its target date evaluation program for financial advisers. The firm also is discussing developing a similar tool to help advisers analyze target risk funds. With the new tool, advisers can...

Four in five investors misusing target date funds, AllianceBernstein study finds

October 16, 2009

Target date fund investors may be happy with their plans — but they don’t seem to be using them properly, according to a new study by AllianceBernstein LP. The study found that 76% of defined-contribution-plan participants who are using...

"Target date' definition differs among stakeholders

September 20, 2009

When it comes to picking a target date fund, the instruction manual seems simple enough. Investors calculate their retirement dates, pick a fund that corresponds to that date — whether it is 2010 or 2020 or 2030 — and then sit back as the...

Morningstar gives Vanguard target date funds top grade

September 13, 2009

Morningstar Inc. last week launched ratings and research reports for 20 of the largest target date mutual funds — and identified The Vanguard Group Inc. as the best target date provider for investors, based on such criteria as management,...

Automatic enrollment quadruples over three-year period among retirement plans run by Vanguard

August 26, 2009

About 20% of the defined contribution plans administered by The Vanguard Group Inc. had adopted automatic enrollment by the end of last year, up from just 5% three years earlier, according to a recent study by Vanguard. “How America Saves...

Use target date funds the right way

July 26, 2009

Given last year's investment results, especially in 2010 target date funds, there are many who question whether the target date fund concept itself is fatally flawed. The answer depends on how one defines success. In the popular press, success...

Target date funds increasingly featured in 403(b) plans, survey says

July 7, 2009

Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed. The study, from the Chicago-based Profit Sharing/401k Council of America,...

Securing the next generation of life cycle funds

June 28, 2009

Target date life cycle funds, one of the most successful investment innovations of the past generation, have come under intense scrutiny — from Congress, regulators and the media. The most serious charge is that many such funds exposed investors...

Target date funds seen as a question of how rather than if

June 28, 2009

Target date funds are ripe for regulation — a conclusion made abundantly clear at a joint Department of Labor and Securities and Exchange Commission hearing this month dissecting these popular retirement funds. But exactly how regulators will...

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