Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
April 05, 2022
Wells Fargo to Pay $32.5M in 401(k) SuitIt put employees' retirement assets into proprietary CITs with high fees and no track record, the suit states.
April 04, 2022
Capital Group Teams With Morningstar on Personalized Target Date ServiceTarget Date Plus will offer customized portfolios based on investors' age, salary, assets, savings rate and company match rate.
March 31, 2022
Annexus and State Street to Create In-Plan Annuitization ProgramA monthly, multi-carrier process could help hold annuitization costs down.
March 23, 2022
15 Top Target-Date Funds for 2022: MorningstarIn 2021, target-date strategies had net inflows of $170 billion, more than double that of 2020 and pushing assets to $3.3 trillion
March 18, 2022
TDFs Overwhelmingly Use TIPS to Hedge Inflation: CerulliTIPS may be a hedge for sharp, unexpected increased in inflation, the report says, but are relatively expensive.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 14, 2022
Vanguard Cuts Target Date Fund FeesThe change follows the giant asset manager's consolidation of its Target Retirement Fund suites.
January 25, 2022
Vanguard, Other BDs Under Scrutiny Over Target Date Fund Tax BillsAmerican Funds, BlackRock, Fidelity and T. Rowe Price are also targets of the sweep by William Galvin in Massachusetts.
January 18, 2022
Model Portfolio Boom Gets Slammed in New PaperThe bundled products are ridden with conflicts of interest, researchers say.
January 11, 2022
Retirement Pros Hit Back at Study Finding Target Date Fund FlawsTDFs may need more scrutiny but can help investment outcomes for many people, Morningstar's Christine Benz said.