Results for "target date funds"

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MassMutual offers active target-date funds managed by T. Rowe Price

July 10, 2018

MassMutual has launched a family of target date funds that is managed by T. Rowe Price and features active management and dynamic tactical asset allocation. The MassMutual Select T. Rowe Price Retirement Funds are available exclusively to participants...

Alternatives in target-date funds can increase retirement income, lower risk: report

June 20, 2018

The strategic use of alternatives in target-date funds can increase retirement income while lowering risk, said a report from the Georgetown University Center for Retirement Initiatives. The report, "The Evolution of Target Date Funds: Using...

Vanguard: More than half of 401(k) participants invest solely in target-date funds

June 5, 2018

Participants in defined contribution plans are relying more on professionally managed investment options, especially target-date funds, Vanguard Group reported Tuesday. The portion of participants investing in these options climbed to 58% last...

Target-date-fund fees fall for ninth consecutive year

May 8, 2018

The average asset-weighted expense ratio for a target-date mutual fund series fell to 66 basis points in 2017, making it the ninth consecutive year the ratio has declined, said Morningstar's latest annual survey of target-date funds released...

Those in managed accounts, target-date funds get better returns than DIY investors

May 17, 2018

Defined contribution plan participants who use managed accounts or target-date funds enjoy better investment returns net of fees than participants who invest on their own, said a survey by record-keeper Alight Solutions. Over a 10-year period...

Fidelity maintains target-date volume; Vanguard comes out on top

March 22, 2018

Fidelity Investments remains the second-largest target-date fund provider, despite experiencing a total of $20 billion in outflows between the start of 2012 and the end of February. The company did have net inflows of $3.1 billion in 2017 after...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

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...

U.S. target-date funds have strong home-country equity bias

April 10, 2018

Target-date funds generally still have a strong U.S. equity bias, according to a Mercer target-date report released Monday. The consulting firm's survey covered 68 off-the-shelf mutual fund and collective investment trust target-date series....

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...

Principal sued for stacking its TDFs with proprietary funds

April 19, 2018

Principal Financial Group has been sued for allegedly loading its target-date funds with costly and underperforming in-house investments, in the latest example of 401(k) participants targeting financial firms for purportedly enriching themselves...

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,...

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...

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...

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...

Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

Plan advisers, consultants question value of managed accounts

April 16, 2018

A narrow majority of defined-contribution-plan advisers and consultants say managed accounts provide less benefit to participants than target-date funds, according to a survey by Pacific Investment Management Co. Fifty-one percent of respondents...

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...

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