Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
New Study Supports Private Equity in 401(k)s
By John ManganaroPrivate equity in target-date funds could boost returns, researchers suggest.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.
October 25, 2022
4 Major Themes That Will Shape the DC Retirement Market in 2023Plan sponsors will need help to ensure that they are meeting the needs of employees and retirees.