Target date funds

Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.

A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

Capital gains distributions running to the hundreds of thousands of dollars hit certain clients with painful payments due to the firm's flub, a regulator says.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

“Honestly, it’s a little frightening,” said Joel Schiffman, who oversees defined contribution products in North America for Schroders.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

The funds had posted gains over the past decade, but have suffered losses amid this year's coronavirus-driven volatility.

These retirement vehicles can be less complex and cheaper than alternatives.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.