Results for "target date funds"
Displaying 172 results
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...
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...
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...
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,...
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...
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...
November 11, 2008
Van Kampen Funds Inc. today announced the launch of the Van Kampen Retirement Strategy Funds, a new series of target date funds. The firm, a subsidiary of Chicago-based Van Kampen Investments Inc., said in a statement that the funds will use...
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,...
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...
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...
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...
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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