Results for "target date funds"

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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...

Future of target date funds the focus of SEC- Labor Department hearing

June 15, 2009

More than two dozen industry and association representatives will weigh in on whether target date funds need to be redesigned at a June 18 hearing with the Securities and Exchange Commission and the Department of Labor. Some believe that the...

Target date funds shouldn’t stand alone, most investors believe

May 29, 2009

Two-thirds of investors believe that target date funds need to be combined with other funds to achieve a proper mix for their retirement portfolios, a white paper released yesterday by Janus Capital Group Inc. of Denver suggests. Target date...

Morningstar to introduce ratings on target date funds in 3Q

May 28, 2009

Morningstar Inc. will launch ratings and research reports on target date fund series in the third quarter, according to John Rekenthaler, the firm's vice president of research. The impetus for the new ratings and reports is the scrutiny that...

Looking inside target date funds

May 24, 2009

Financial advisers who handle retirement plans have noted that plan sponsors are now very much aware of the performance of target date funds. But sponsors don't really understand the reason for the performance, according to 76% of advisers polled...

Employees don't understand target funds, survey shows

May 10, 2009

Employees don't understand target date funds, and that could spell trouble for employers. Less than 6% of employees surveyed by Chicago-based Envestnet Asset Management Inc. and Evanston, Ill.-based Behavioral Research Associates LLC had heard...

12(b)-1 fee reform still urgent issue, Schapiro says

May 4, 2009

The Securities and Exchange Commission plans to re-examine the issue of 12(b)-1 fee reform, Chairman Mary Schapiro pledged today at the Mutual Fund Directors Forum Annual Policy Conference in Washington. “I am absolutely committed to a meaningful...

Labor Dept., SEC to probe target date funds

April 3, 2009

Mark Bruno The Department of Labor is set to begin an “immediate review” of target date funds — one that could lead to new regulations placed on the all-in-one investment strategies. In a March 26 letter sent to the Senate Special Committee...

Fidelity to launch series of low-cost target date funds

March 5, 2009

Fidelity Investments filed yesterday with the Securities and Exchange Commission to launch a new series of target date funds that will be available to certain 401(k) plan customers at below retail cost. “The Fidelity Freedom K funds will be...

Congress attacks retirement security, target date funds

February 25, 2009

Members of Congress today commenced an effort to determine whether retirement legislation needs to be enacted to protect the retirement security of the country's aging population — an effort that could lead to regulation of target date funds,...

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