Target date funds

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  1. 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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  1. 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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  2. 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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  3. Majority of DC participants misuse target-date funds — report

    trueA majority of defined contribution participants are misusing target-date funds and causing their portfolios to take on too much or too little risk, according to a report issued Tuesday by Aon Hewitt and Financial Engines.

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  4. Northern Trust: DC participants dump fixed income in favor of target-date funds, U.S. equity

    trueDefined contribution plan participants continued to invest in target-date funds while reducing their holdings in fixed income and increasing allocations to U.S. small-cap and midcap equities in 2013, according to a report from Northern Trust.

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  5. SEI – more DC plans looking to implement custom target-date funds

    trueMore than one-third of defined contribution plan executives plan to implement or revise custom target-date fund lineups in the next year, according to a survey from SEI.

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  6. AllianceBernstein adds passive age-based option for Rhode Island 529 plan

    trueAllianceBernstein, the program manager for Rhode Island's 529 college savings plan CollegeBoundfund, Providence, has made a series of changes to the plan.

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  7. Callan: Target-date funds' steady growth in assets continues

    trueTarget-date funds continue their steady growth, moving closer to becoming the top investment asset allocation within defined contribution plans, according to the latest quarterly analysis by Callan Associates.

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  8. Bill to make lifecycle funds the default strategy for federal workers advances

    trueThe House Oversight and Government Reform Committee on Wednesday passed legislation to make lifecycle funds the default investment for new federal employees participating in the $366.7 billion Thrift Savings Plan.

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  9. DC East speakers tout importance of education, communication

    trueSuccess in achieving defined contribution plan goals can rely as much on how plan executives and service providers communicate as to what investment options they offer, plan designs they prepare, and products and services they develop

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  10. Ibbotson: Assets in target-date funds rise 7.4% in quarter, 28% in 2013

    trueTarget-date fund assets increased to $620.8 billion as of Dec. 31, up 7.4% from Sept. 30 and up 28% from a year earlier, according to a report released Monday by Ibbotson Associates, a unit of Morningstar.

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  11. Target-date funds clock another nice gain

    trueTarget-date funds continued gaining popularity in the year ended Sept. 30, with assets invested in the option reaching $122.2 billion among DC plans in Pensions & Investments' ranking of the largest U.S. retirement plans.

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  12. Florida State Board moves to target-date funds for 401(a) plan

    trueFlorida State Board of Administration plans to offer target-date funds for the first time in the Florida Retirement System's $8.5 billion 401(a) plan, while reducing the number of active investment options to bring in more multimanager approaches, effective July 1.

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  13. A call to action for improved target-date due diligence

    trueThe February 2013 Department of Labor guidance on target-date fund screening and monitoring demonstrated an industry need for greater TDF transparency and more due diligence on the part of plan fiduciaries. Guidance explicitly called for a better understanding of overall portfolio construction and ...

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