RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Target Date Funds"


Headline

Publish date


Jacob Adamczyk: Some of them are filled with conflict because they are stuffed full of proprietary funds selected by the fund company -- if the underlying investments can be determined at all.

Why I use target date funds for some 401(k) clients in my RIA but with exaggerated scrutiny and care

The set-and-forget products have enormous potential for good but may also be a fiduciary nightmare

March 21, 2014 – 4:29 PM

Andrew Dierdorf: We're focused on shareholder outcomes.

After 'a lot of flak' Fidelity Investments does a study and pledges to change how it manages its $170 billion of target date funds

The Boston giant announces findings to justify its surprising embrace of stocks but skeptics say Fidelity is under pressure to conform with rivals T. Rowe Price and Vanguard Group

September 27, 2013 – 4:56 AM

Jim Lauder: Saying the growth in target date funds is 'largely attributable to ignorance' is another slap.

Jim Lauder rebuts RIABiz article on the failure of target date funds

By 2020, an estimated 70% of all assets in defined contribution plans could be in target date funds -- and that's a good thing, according to the author

July 31, 2013 – 5:48 AM

Robert Boslego: There is no guarantee that stocks will recover from a major loss within the time frame the retirement money is needed. [An investor] may literally die waiting for his or her portfolio to recover.

Why target date funds fail in the one area they're supposed to succeed -- downside protection

SEC recommendations about the inherent risk of target date funds are more controversial than their author's realize, says a veteran risk assessor

July 22, 2013 – 3:40 AM

Michael Henkel: He is passionate about moving independent advisors into the retirement plan market, but says that for now, advisors lack the tools to succeed there.

Yesterday's proposed DOL regs underscore why default investments are the 401(k) market's giant untapped opportunity

Regulators' so-far soft approach on target date funds leaves door open for advisors to compete

November 30, 2010 – 4:35 AM

Rob Isbitts: For many investors in their pre-retirement years, Target Date Funds are not just a bad idea but a misleading one.

What the alternative is to ill-conceived Target Date Funds

The popular savings vehicle may be structured for bad performance

March 11, 2010 – 6:05 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo