Results for "target date funds"

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Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

Are you walking into a TDF trap?

January 22, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's...

4 questions to ask before doing a 401(k) plan re-enrollment

December 22, 2017

Having a process to help plan sponsors with 401(k) plan re-enrollments is becoming table stakes for retirement plan advisers. Employers do re-enrollments to make sure plan participants have appropriate asset allocations and savings rates. During...

Wells Fargo sees big TDF outflows from mutual funds

November 20, 2017

Target-date funds are on track for a near-record year, but Wells Fargo & Co. doesn't seem to be participating in the boom. TDFs have catapulted to popularity over the past decade as 401(k) plan sponsors' preferred default investment, and flows...

How to select the right TDF for a 401(k) plan

August 15, 2017

Target-date funds are an attractive option for both plan advisers and participants. The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification....

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

Nuveen adds direct real estate to target-date funds

April 24, 2017

There are plenty of reasons why owning direct real estate inside a registered mutual fund could present challenges to a portfolio manager, but Nuveen is focusing on the potential upside by adding real estate to it TIAA-CREF Life Cycle Funds....

Getting mom and pop investors into private equity proves to be an elusive goal

April 21, 2017

Private equity firms are good at solving complex problems. What's stumping them? Normal people. Five years ago, Carlyle Group's David Rubenstein predicted a future where ordinary savers would be able to invest in private equity, an industry...

Fees, lawsuits top concerns for defined contribution executives

April 17, 2017

Fees and litigation fears dominate the thinking of defined contribution plan executives and their consultants even though plan costs have come down over the years, according to a new survey by Pacific Investment Management Co., Newport Beach,...

Retirement plan advisers should bone up on lifetime income

April 11, 2017

The continuing demise of defined benefit plans and increasing concern about the future of Social Security have dramatically reduced the certainty of retirement income for most Americans. Guaranteed income options in defined-contribution plans...

Large advisory shops build custom target-date funds

March 19, 2017

Advisory practices with tens of billions in defined-contribution-plan assets are building custom target-date funds for advisers to use with clients, leveraging their scale to deliver low-cost funds to even the smallest retirement plans and,...

Some active target-date fund managers shine as passive management continues 401(k) onslaught

March 16, 2017

While passive management continued its steady climb in the target-date fund market, a few asset managers with actively-managed TDFs managed to outshine their indexing counterparts in 2016. Target-date fund assets held by passive managers, led...

Taking value into account could improve target-date results: study

March 2, 2017

Target-date funds can improve outcomes by using relatively simple dynamic swings in their asset allocation – but the biggest improvement comes from simply saving more. Peter Chiappinelli and Ram Thirukkonda of the Grantham, Mayo & Van Otterloo...

Investors mix target-date funds and other investments to pursue specific strategies

February 6, 2017

Defined contribution plan participants who hold a target-date fund along with other investments in their accounts might not be misusing or misunderstanding this option. Their mixing of investments can reflect a specific investment strategy,...

Target-date fund managers evolve to capture burgeoning 401(k) market

December 5, 2016

For providers of target-date funds, it's no longer enough to be a one-trick pony. Over the last several years, TDF managers have engaged in a marketing bonanza of new products to stand out in an increasingly competitive — and lucrative —...

Evaluating target-date funds through the prism of the DOL fiduciary rule

September 25, 2016

Like all investment strategies, financial advisers are now evaluating target-date funds through the lens of the Department of Labor's new fiduciary standard. Advisers often assume they are meeting their new fiduciary obligations by simply recommending...

Empower evolving 401(k) defaults with TDF-managed account hybrid

September 13, 2016

Empower Retirement, a unit of Great-West Financial, is developing a new type of default investment for 401(k) plans that fuses target-date funds and managed accounts to try improving on what some see as a shortcoming in how TDFs are structured....

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