Results for "target date funds"

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Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

SEC calls out conflicts of interest in TDFs

November 7, 2019

The Securities and Exchange Commission took aim at conflicts of interest in target-date funds on Thursday, calling out a fund structure that holds the majority of 401(k) investors' assets. The agency's Office of Compliance Inspections and Examinations...

Are 401(k) advice fees headed to zero?

September 19, 2019

Vanguard Group has thrown down the gauntlet on costs for 401(k) managed accounts. InvestmentNews reported Wednesday that the asset manager plans to launch a digital-only financial planning and automated investing service for 15 basis points....

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,...

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...

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...

Labor Dept., SEC to probe target date funds

April 3, 2009

Mark Bruno The Department of Labor is set to begin an “immediate review” of target date funds — one that could lead to new regulations placed on the all-in-one investment strategies. In a March 26 letter sent to the Senate Special Committee...

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