Evaluating Target Date Funds -ORIGINALLY PUBLISHED August, 2016 In an earlier post we explained why it is so important to have a prudent process when selecting your plan’s target ...
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Shift to Target Date Funds Highlights Evolving DC Plans
Fred’s Take: Unlike any investment available to workers in defined contribution (DC) plans, target date funds (TDFs) highlight the evolution of DC plans to become more like defined ...
Read More »As TDF Market Grows, Managers Adding Custom TDF’s to Attract Market Share – Marketing or Real Value?
The relentless growth of target date funds (TDF’s) and now custom TDF’s in defined contribution (DC) plans such as 401(k)’s show no signs of stopping. Ever since the 2006 ...
Read More »Custom Target Date Funds – Great For Sponsors and Participants, Not So Much For Recordkeepers?
The growth in Target Date Funds (TDFs) in the past 5 years has been staggering. Along with increasingly lower fees, TDFs are now dominating the allocation battle in new ...
Read More »The Future of Target Date Funds
What is the Future of Target Date Funds? Target date funds (TDFs) are the most popular investments in defined contribution (DC) plans attracting more than half of all new ...
Read More »Fidelity 3rd Quarter Retirement Plan Results Released – Target Date Funds Excel
Fidelity Investments released their 3rd quarter results for its 401(k) and Individual Retirement Account (IRA) analysis. Fidelity reports that balances are up across the board for both types of ...
Read More »Maximizing Benefits of Target Date Funds in DC Plans – Fidelity Investments [EXCLUSIVE VIDEO]
What are the benefits of target date funds? As the design of defined contribution (DC) plans like 401ks and 403bs have evolved, so have the investments. Features like ...
Read More »Learn more about Fidelity’s TDF strategy.
As part of a video series to help plan sponsors better understand target date funds (TDFs) which have grown to about $800 billion mostly from defined contribution (DC) ...
Read More »Is Your Target Date Fund too Risky?
Ideally every plan investment would consistently deliver high returns with low risk and at low cost. In the real world, however there is always a tradeoff and this can ...
Read More »Target Date Funds: How Low Can They Go?
Because of their simplicity and the desire by most 40k and 403b investors to delegate portfolio construction and management, target date funds (TDFs) have grown to almost $800 billion ...
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