Stadion Money Management has created a new target date
solution that's designed to mitigate the one-size-fits-all "Achilles heel" of traditional target date
Either they can select their investments from the myriad of mutual fund offerings and determine the appropriate mix, or they can invest 100% into a target date
fund based on their retirement date.
The reduction in flows is not surprising, though, as funds within this vintage are being carried across the threshold of their target date
to join the ranks of TDFs-past and thence transition from accumulation strategies to capital preservation and draw-down vehicles.
Upshot: Plans sponsors can replace the traditional fixed income component of a target-date fund (typically a bond portfolio) with a delayed liquidity annuity (in TIAA's case the Target Date
Plus "annuity sleeve" of the company's Income for Life Custom Portfolio).
John Hancock Retirement Plan Services has introduced JH Target Date
PathFinder, a tool designed to assist advisors servicing the 401(k) market to compare and analyze the Target Date
suites offered on the JH Signature platform, the company said.
John Hancock Retirement Plan Services (JHRPS) today announced the introduction of JH Target Date
PathFinder a tool designed to assist advisors servicing the 401(k) market to compare and analyze the Target Date
suites offered on the JH Signature platform.
Global Banking News-September 7, 2016--Goldman Sachs Asset Management launches new target date
Whether an IFRS transition plan had been prepared, which should include, as an example, the determination of the target date
to approve the accounting policies.
Dimensional Fund Advisors' Target Date
Retirement Income Funds seek to address key factors of investing by managing the market, interest rate, and inflation risks leading up to and throughout retirement.
I think we've forgotten 2008," Esays Ron Surz, the president of Target Date
Solutions, an Orange County-based consultancy that has patented a target date
Later in 2014, the Treasury and IRS issued Notice 2014-66, which made it more likely that target date
funds, mainly held in 401(k) plans, will purchase DIAs, which can offer pension-like cash flow to retirees.
Designed to expand the use of income annuities in 401(k) plans, the change makes clear that plan sponsors can include deferred income annuities in target date
funds used as a default investment