Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
EBRI: Nearly three quarters of 401(k) plans include target date funds
By Warren S. HerschThe report reveals that at year-ended 2011, 13 percent of the assets in the EBRI/ICI 401(k) database was invested in target-date funds and 39 percent of 401(k) participants held target-date funds.
January 12, 2012
Dog Bites Man! TDFs Fail ExpectationsTarget date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.
December 14, 2011
SEC's Rominger: Agency Using 'Investor Testing' in Target Date Rulemaking ProcessThe SEC is conducting 'investor testing' as part of its rulemaking efforts on target date funds, to help the agency assess 'the types of information that investors believe are most useful when they choose their investments,' Eileen Rominger, director of the SECs Division of Investment Management, said Tuesday.
December 06, 2011
Are Target Date Funds the ‘Single Product Solution’?Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.
October 19, 2011
Target Date Funds Get Better and Bigger, Report Finds (Reuters)Target date funds are increasing in popularity, and they're also serving customers better, according to a new report from Brightscope/Target Data Analytics.
October 19, 2011
Target Date Funds Get Better and Bigger, Report Finds (Reuters)Target date funds are increasing in popularity, and they're also serving customers better, according to a new report from Brightscope/Target Data Analytics.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
March 01, 2011
Questioning Target Date FundsMutual funds with a projected retirement date attached have been lauded by some within the mutual fund industry as the be-all and cure-all for retirement…