Results for "target date funds"

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Target-date fund design may be wrong for retirees

June 17, 2019

Prominent retirement researchers are questioning whether target-date funds, the golden goose of the 401(k) industry, are structured appropriately. TDFs have become the preferred investment for 401(k) savers, now holding about $1.1 trillion in...

Price war expands as Fidelity cuts fees for target-date funds

June 5, 2019

Fidelity Investments is cutting fees for a popular retirement vehicle called target-date funds as a price war among financial giants spreads across products. The Boston-based company announced Wednesday a 14% price reduction on entry-level share...

Actively managed TDFs are getting edged out

May 9, 2019

Passively managed target-date funds are sucking the life force from their actively managed counterparts. The money flowing into passive TDFs — those that invest primarily in funds that track a broad market index like the S&P 500 — has increased...

American Funds, Empower forge partnership on 401(k) managed accounts

April 26, 2019

Empower Retirement, one of the largest retirement-plan record keepers, and Capital Group, which sponsors the American Funds investment brand, have forged a partnership on 401(k) managed accounts that experts say offers a blueprint for how asset...

401(k) managed accounts becoming more diverse

March 21, 2019

Some record keepers of defined-contribution retirement plans are diversifying the managed-account products they offer to employers and their employees in a bid to boost uptake and diversify their revenue streams in an environment of fee compression,...

10 things to know about TDFs

March 6, 2019

Target-date funds are booming, with combined assets in mutual funds and collective investment trust funds approaching $1.8 trillion, according to Sway Research. The average 401(k) plan holds roughly 22% of its assets in TDFs, up from 8% a decade...

Vanguard share of target-date fund market becoming 'obscene'

March 4, 2019

Vanguard Group extended its dominance over the target-date fund market last year as the flow of retirement assets into index funds continued unabated, with employers seeking to reduce the cost of their 401(k) plans. Vanguard swelled its target-date...

Morningstar says investors rushed the exits in 2018

January 17, 2019

Investors ran for cover in 2018, according to the latest data from Morningstar showing last year's level of net inflows into U.S. mutual funds. Net inflows into ETFs were the lowest since 2008. In a year that saw the S&P 500 Index finish down...

Investor confusion about target-date funds is alarming

December 1, 2018

Considering the immense popularity of target-date funds among participants in defined-contribution plans, it's important to understand why participants are picking these funds and what they understand about them. Do participants actually know...

Fidelity ramps up 401(k) managed account distribution

October 25, 2018

Fidelity Investments is trying to expand its reach into the 401(k) managed account market. The firm has made a number of changes to its managed accounts over the past year and a half, including the addition of more financial planning elements...

A market sell-off could mean more 401(k) lawsuits

September 10, 2018

The current bull market is nearly 10 years old. Unemployment is low in many industries, there are more 401(k) millionaires than ever before and wage growth is looking up. Anyone saving in a 401(k) is likely doing pretty well right now. However,...

Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit

August 6, 2018

A federal appeals court in St. Louis upheld a U.S. District Court judge's dismissal of an ERISA breach claim against Wells Fargo & Co. by a participant in the company's 401(k) plan, who alleged fiduciaries could have offered a better-performing...

American Funds offering TDFs in collective investment trusts

August 3, 2018

Capital Group, the asset manager behind the American Funds investment brand, is planning to offer its target-date mutual funds in a collective-investment-trust-fund vehicle later this year, in a move to seize on the growing popularity of CITs...

401(k) advisory firms with custom TDFs offer pain, solace to asset managers

July 20, 2018

Target-date funds built by firms with large networks of 401(k) plan advisers are beginning to gather significant assets, posing a direct threat to some asset managers trying to distribute their own products. Consider Retirement Plan Advisory...

Target-date funds don't hit the retirement bull's-eye

July 18, 2018

The Vanguard Group published recently its "How America Saves 2018" report, a trove of data on more than 4.9 million retirement savers in 401(k)s, 403(b)s and other defined-contribution plans. My colleague Barry Ritholtz has already noted many...

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...

Fidelity cuts target-date fund fees

June 15, 2018

Fidelity Investments, which has been cutting prices to compete with low-cost rivals such as Vanguard Group and Charles Schwab Corp., is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that...

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...

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...

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