Target Date Funds

Professionally managed investments based on an investor’s age; asset allocation funds based on a person’s age; commonly used as a qdia (qualified default investment alternative) in 401k and 403b plans. Generally in the form of a mutual fund but could be a collective trust. Fidelity, Vanguard, T Rowe Price and Blackrock are dominant TDF providers. Target risk funds are based on the risk tolerance of the investor and are less popular in 401k and 403b plans.

Are Proprietary Target Date Funds Really Losing Favor with Plan Advisors?

By Fred Barstein / Investments, Latest Stories, Target Date Funds

Proprietary Target Date Funds resilient It seems that DC record keeper’s target date funds (TDF) are losing favor with plan advisors according to a recently...

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Target Date Funds

Are Proprietary Target Date Funds Really Losing Favor with Plan Advisors?

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