Tags » Target-Date Funds

Constant debate, not constant change

There is certainly no shortage of pressing concerns competing for the time and attention of defined contribution (DC) plan fiduciaries these days. The last few years brought increased litigation in the industry, important Supreme Court decisions with far-reaching ramifications, and evolving guidance from the U.S. 814 more words


Investing in a crisis

In 2011, when Standard & Poor’s downgraded the U.S. credit rating, did you break out in a cold sweat? And when Greek voters rejected the terms of a European Union bailout, did you find yourself breathing into a paper bag to stop the hyperventilating? 754 more words


One size fits all

As good ideas catch on and become hugely popular—like target-date funds (TDFs)—they naturally attract a lot of attention and scrutiny. TDFs account for a growing share of 401(k) savings—a trend we don’t see abating anytime soon. 528 more words


Target date fund performance: A wide but shallow river

Target date funds are simple as a concept—funds with longer durations invest for long-term growth, while shorter duration funds seek less variability in performance to provide more stability and a little growth. 315 more words