Target date funds

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  1. Brightscope: Proprietary target-date funds continue to lose share

    trueProprietary target-date fund assets have lost their majority status among total target-date fund assets, said research published Tuesday by BrightScope, a firm that evaluates 401(k) plans.

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  1. Morningstar: Target-date expenses continue falling

    trueTarget-date fund expense ratios continued their steady decline, falling to 78 basis points in 2014 on an asset-weighted basis vs. 84 basis points in 2013, said the latest annual survey of target-date funds published Tuesday by Morningstar.

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  2. Northern Trust: Target-date funds surge in DC plan allocation

    trueTarget-date fund allocations in defined contribution plans soared in 2014, climbing to 22% of plan assets from 15.7% in 2013, said a Northern Trust survey of 100 DC plan clients with $265 billion in total assets.

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  3. Alternatives make push for target date funds, DC plans

    trueAlternative fund managers are getting a boost from a movement among retirement plan advisers to use more open architecture and custom target-date funds, according to interviews with managers and advisers who work in the space.

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  4. Vanguard increases international equity, bond allocations in target-date funds

    trueVanguard Group is changing the allocation of its target-date and target-risk funds by raising its international equity and international bond components.

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  5. TIPS still top list of non-traditional assets in target-date funds; REITs make biggest gains

    trueTIPS and REITs remain the most popular non-traditional asset classes in target-date portfolios, according to Pensions & Investments most recent survey of the largest U.S. retirement plans.

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  6. Callan: Custom target-date funds gaining in DC plans

    trueDefined contribution plans are sharply cutting back on target-date funds offered by record keepers and also expanding use of custom target-date funds, according to a survey by Callan Associates issued Thursday.

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  7. Treasury's Iwry says department looking into guaranteed withdrawal products for DC

    trueNew Treasury Department rules on using deferred annuities within target-date funds as part of a defined contribution plan shouldn’t be viewed as excluding the department’s consideration of other lifetime income options in those plans, said J. Mark Iwry, deputy assistant secretary for retirement and ...

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  8. Utah Retirement Systems introduces custom target-date funds

    trueUtah Retirement Systems will add a series of custom target-date funds to the lineup of its defined contribution plans, effective Jan. 1, 2015.

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  9. 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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  10. 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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  11. PIOnline : Subscription Center

    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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  12. 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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  13. 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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