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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,...

Putnam unveils absolute-return mutual funds

January 13, 2009

Putnam Investments of Boston today announced that it has launched four target absolute-return mutual funds designed to seek annualized total returns of 1%, 3%, 5% or 7% above those of U.S. Treasuries over a period of three years or more. Unlike...

Target date funds gain traction in 401(k)s

December 18, 2008

More than 7% of 401(k) assets were invested in target date funds at the end of 2007 and 25% of 401(k) participants held the funds, according to an analysis released today. The data, released from Washington-based Employee Benefit Research Institute...

Target date funds tops for retirement plans

June 19, 2008

Target date funds are benefiting from the requirement that 401(k) plans include qualified default investment alternatives, according to researchers from Financial Research Corp. of Boston. In a study of QDIA selection over the past six months,...

Advisers weigh in on targeted payouts

March 26, 2008

At InvestmentNews' Retirement Summit 2008, we asked attendees: What do you think about the new targeted income payout funds such as those released recently by Fidelity Investments and Charles Schwab, and those from Russell Investment Group and...

Schwab launches Monthly Income Funds

March 11, 2008

Charles Schwab is the most recent mutual fund company to introduce a lineup of funds designed to generate a targeted annual payout for retirees. The San Francisco-based firm announced today that its Schwab Monthly Income Funds are comprised...

Active management may hurt target dates

February 6, 2008

An in-depth analysis of target date funds and found that many funds are not delivering on their promises to provide enhanced performance by having active management. Target Date Analytics of San Clemente, Calif-based found that if companies...

Vanguard urges target-date benchmarks

August 20, 2007

The lack of a benchmark to track target-date funds is impeding the growth of the funds, according to an analysis that will be released next week by The Vanguard Group Inc. The preliminary analysis by the Malvern, Pa.-based company, released...

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