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Target-Date Funds

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DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

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A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

Putnam Investments Offers ESG Retirement Series

by FA Staff

The ETFs are actively managed target-date funds.

Workplace Retirement Plans Out Of Reach For Many Americans, T. Rowe Price Says

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Retirement-plan access is also hampered by gender and racial inequities, firm strategists said.

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

The Fatal Flaw In Retirement Plans' Target Date Funds

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The life-cycle portfolios will leave retirees unprotected from inflation and short on income in the long run.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Workers, Employers Grow Skeptical Of Target-Date Funds, TIAA Says

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Respondents to a company survey raised doubts about whether the funds can provide for a secure retirement.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Inflation Poses Threat To American Retirement Savings, Cerulli Says

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Target-date funds are turning to hedging tools such as TIPS to deal with rising consumer costs, the firm said.

Mass. Investigating Fidelity, BlackRock, Vanguard Over Surprise Tax Bills

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American Funds and T. Rowe Price are among the other target-date fund companies being probed, state regulators announced.

Paper Proposes Low-Cost Way To Bring Financial Advice To Masses

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The strategy leans heavily on fixed-income solutions to offer financial advice to people with limited assets.

BlackRock Moves Closer To Adding Annuity Product To 401(k) Plans

by FA Staff

The nation's largest asset manager is embedding an annuity in target-date funds.

Morningstar, DFA To Launch Managed Retirement Account Service

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The service, which the firms expect to roll out this fall, offers four diversified managed account portfolios.

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