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...

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...

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,...

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...

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...

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...

"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...

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...

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...

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...

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...

Use target date funds the right way

July 26, 2009

Given last year's investment results, especially in 2010 target date funds, there are many who question whether the target date fund concept itself is fatally flawed. The answer depends on how one defines success. In the popular press, success...

Securing the next generation of life cycle funds

June 28, 2009

Target date life cycle funds, one of the most successful investment innovations of the past generation, have come under intense scrutiny — from Congress, regulators and the media. The most serious charge is that many such funds exposed investors...

Looking inside target date funds

May 24, 2009

Financial advisers who handle retirement plans have noted that plan sponsors are now very much aware of the performance of target date funds. But sponsors don't really understand the reason for the performance, according to 76% of advisers polled...

12(b)-1 fee reform still urgent issue, Schapiro says

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...

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