Results for "target date funds"

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Inflows poured into target date funds at Vanguard, T. Rowe in 1Q

May 1, 2011

Money poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc. Meanwhile, nearly $50 million flowed out of AllianceBernstein LP's target date funds during the quarter. “They have seen...

GAO lifts hood on target date funds - and finds big problems

February 27, 2011

The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly. A report released by the GAO found, for example,...

Target date fund manager debate continues

April 25, 2010

If combatants in the debate over target date fund investment approaches thought that Morningstar Inc. could provide a tiebreaker, they were out of luck. A recent Morningstar report found no correlation in performance among selected fund families...

BrightScope slams the ICI's defense of target funds

February 14, 2010

The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds. In December, 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...

"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...

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...

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...

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...

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,...

Look deeper in choosing target funds

February 19, 2012

As the popularity of target date funds has grown over the past five years, so too has the publicity around the differences among the managers and the wide variations in performance and risk exposure that can result. The lack of a consistent...

Target groups see changes to rankings

February 13, 2011

Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments. Morningstar's ranking features five categories...

These two target date fund families missing the mark: Morningstar

February 8, 2011

Morningstar updated its quarterly ranking of large target-date fund families, raising its rating on TIAA-CREF and MassMutual, while lowering its rating on Fidelity Investments, confirmed spokeswoman Alexa Auerbach. Morningstar's ranking features...

How to compare target date funds

February 20, 2011

As part of the Pension Protection Act of 2006, the Labor Department granted plan sponsors a “safe harbor” to enroll participants automatically in a handful of investment products designated as qualified default investment alternatives. This...

Labor Department takes first step in regulation of target date funds

May 7, 2010

Recently released federal guidance regarding target date funds was just the first step in a process that eventually will include regulations for the investments, a Labor Department official said Friday. The investor bulletin — posted online...

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...

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...

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...

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...

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