Target date funds

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  1. Custom Target-Date

    trueIt might be difficult to find a defined contribution plan sponsor that hasn't had a conversation about custom target-date funds this year. In part that's because the Department of Labor specifically directed plan sponsors to consider the idea of customization in target-date funds in the tips they ...

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  1. Cerulli: Target-date funds snagging larger share of 401(k) assets

    trueTarget-date funds will continue to grab more 401(k) assets, capturing 88% of new contributions to the plans and representing 34.6% of total 401(k) assets by the end of 2019, according to new research by Cerulli Associates.

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  2. Glidepath evaluation: Moving past 'to vs. through'

    trueGiven the complexities associated with target-date funds' many moving parts, the growing number of distinct approaches and the need to look beyond the record keeper's proprietary offering, choosing the right suite of TDFs can be a daunting responsibility.

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  3. DC participants lack retirement readiness, despite plan improvements — report

    trueMany U.S. employers believe their employees lack retirement readiness, a new report from Towers Watson shows. Of the 457 DC plan executives surveyed, 78% said retirement readiness is an important issue for their employees. However, only 12% believe their employees know how much they need to save.

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  4. Target-date fund outcomes expose fiduciaries to risk

    trueTDFs are often black boxes, so many fiduciaries don't realize they do not have a rigorous conceptual basis — as demonstrated by the dramatic variation in the returns and asset allocations of funds with the same target date.

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  5. Charles Schwab drops PIMCO Total Return Fund from target-date lineup

    trueCharles Schwab has removed the PIMCO Total Return Fund as an underlying investment in its 10 target-date funds

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  6. Towers Watson survey: DC plan execs missing big picture on target-date funds

    trueDefined contribution plan executives are too focused on “investment metrics” when evaluating target-date funds rather than the role these funds should play in helping participants prepare for retirement, a new survey by Towers Watson & Co. finds.

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  7. Outcomes the key metric for target-date funds

    trueIn regard to the Aug. 18 Pensions & Investments' page 4 story, “Some target-date funds are boosting equities”:

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  8. Dassault Systemes makes changes to DC plan lineup

    trueDassault Systemes Americas Corp. added three investment options to its 401(k) plan.

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  9. BlackRock shuttering its iShares target-date ETF business

    trueBlackRock's exchange-traded funds division, iShares, is shutting down its entire lineup of target-date ETFs next month.

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  10. Some target-date funds are boosting equities

    trueSeveral target-date fund providers raised the equity components of their glidepaths, saying their research shows participants have a slightly higher risk tolerance than in the years immediately after the economic crisis.

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  11. Morningstar: Target-date fund fees continue to drop

    trueThe average target-date fund expense ratio fell to 84 basis points in 2013, from 91 basis points the previous year, said an annual target-date fund report by Morningstar.

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  12. BlackRock raises equity allocation in target date funds

    trueBlackRock Inc. announced Wednesday it would raise its equity allocation in its LifePath Index target-date funds, keeping younger investors fully invested in stocks even longer and bumping up stocks at the landing point of retirement.

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  13. Target-date fund assets continue to climb in 2013

    trueTarget-date fund assets increased to nearly $625 billion in 2013 up from $503 billion in 2012, in funds registered under the Investment Company Act of 1940, said retirement plan research firm BrightScope.

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