Target-Date Funds

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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.

Demand For Guaranteed Retirement Income On The Rise, BlackRock Finds

by FA Staff

Advisors also are warming up to annuities, the BlackRock survey says.

T. Rowe Price Lowers Target-Date Fund Fees

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The firm is expanding its target-date fund offerings to more clients.

How Is Their Retirement Money Invested? No Clue, Say Americans

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Only three-in-ten have been focusing on their retirement portfolio during the pandemic.

Amid Savings Deficits, Survey Finds Americans Aim To Retire Younger

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Millennial and Gen X breadwinners are targeting a retirement age of 55.

This Fintech Bets On 401(k)s That Are Auto-Portable

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Plans have already evolved to include auto-enrollment, auto-escalation and default investment alternatives.

Nationwide Launches Lifetime Income Plan

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The product is part of a series being created for retirement and saving.

U.S. Investors Baffled About Active And Passive Investing Differences

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Many Americans have misconceptions about certain key investment concepts, a recent MFS survey said.

Retirement Saving Is Hard Even For Those Who Can Afford It

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According to a 2018 Federal report, one in four non-retired households had no retirement savings at all.

U.S. Workers Heading Blindly Into Retirement, Survey Says

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Nearly three-quarters of workers are failing to calculate how much they need for retirement, according to MoneyRates.

'Excessive' Fidelity Target-Date Fund Fees Alleged In 401(k) Lawsuit

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Quest Diagnostics is being accused of violating its fiduciary duties by using the funds in its retirement plan.

Vanguard: Automation Helped Retirement Investors Succeed During Market Swings

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While some investors panicked, Vanguard said its retirement plan participants stayed the course.

BlackRock Unveils Retirement Paycheck Strategies With Brighthouse, Equitable

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LifePath Paycheck will use annuities in target-date strategies for retirement plan participants.

DC Plan Assets Funneling Into Target Date Funds

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Automatic enrollment plan features are helping clients save for retirement, a NEPC survey says.

Median Retirement Income For Women 42% Lower Than For Men

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Retirement-plan sponsors can help close this alarming gap, say researchers.

American Workers Say They Dread Outliving Their Money

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Retirement plan sponsors, however, are more fearful of market risk, according to a survey by American Century Investments.

Retirement Assets Recover From Fourth-Quarter Swoon

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The nation's retirement assets are up more than 7 percent since the end of last year, a new report says.

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