Most years I read several white papers produced by investment management firms that describe how they develop their target-date funds’ glide paths. The papers address the same set of challenges and ...

A common criticism of target-date funds is that they group investors by a single factor, usually age or its counterpart, time remaining to the participant’s projected retirement date. A fund’s ...

The problem with a one-size-fits-all philosophy is that it never truly fits everyone. Thanks to many employers auto-enrolling employees in a 401(k), target-date funds have grown in popularity as a ...

My colleague John Rekenthaler recently observed that the problem with target-date fund research is that researchers need to find dramatic conclusions to get any attention, and this has led to ...

Today’s market outlook seems more challenging for investors - including defined contribution plan participants. For investors seeking new avenues to enhance return and diversification potential, ...

Target date funds are essentially a blend of stocks and bonds. They start with a more aggressive investment strategy and gradually shift towards a more conservative approach as the investor nears the ...

Defined contribution retirement plan sponsors are currently selecting target-date funds (TDFs) in a handful of ways, said Nathan Voris, director of sponsor and workplace solutions at Morningstar ...