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New TDFs from Lincoln Financial respond to market volatility
Thu, Oct 20, 2011
Each TDF is “designed to adjust its equity allocation in response to prevailing market conditions,” the company said in a release.
Target Date Funds
Russell LifePoints TDFs Tops $1 billion AUM
Wed, Jun 08, 2011
The series’ 2055 fund, for instance, has a 10% bond allocation, while the In Retirement Fund maintains a 68% bond allocation throughout retirement.
Putnam's Man with a Plan
Wed, Mar 23, 2011
Putnam Investments CEO Robert Reynolds called for a new lifetime income regulatory body and announced a decumulation tool for Putnam funds in a speech at the RIIA meeting this week.
Most Investors Understand TDFs: Vanguard
Thu, Jan 20, 2011
But Vanguard's newly published survey also showed that only 62% of its DC plan participants who own TDFs have heard of a TDF, and only 24% know that the asset allocation changes after the target date.
BMO Offers Non-Insured Lifetime Income Product
Wed, Jan 19, 2011
The Bank of Montreal's Lifetime Cash Flow product pays out 6% of principal per year for life after a 10-year deferral period. After-tax principal is paid out tax-free for 15 years, followed by taxable payments.
The Point Person for 'Secure Retirement Strategies'
Tue, Nov 30, 2010
Mark N. Fortier, CFA, head of Product and Partner Strategy at AllianceBernstein, has led a team that spent much of the past three years building a multi-insurer platform to provide in-plan income solutions for large DC plan sponsors.
TDF Demographics Revealed
Sun, Jul 18, 2010
The share of all 401(k) plan participants using TDFs increased from 25% in 2007 to 31% in 2008, a new study from the Employee Benefits Research Institute shows.
Reish & Reicher Comment on TDF Proposals
Sun, Jul 18, 2010
“We expect that the SEC proposals will be adopted much as proposed," says Fred Reish, the well-known ERISA lawyer. But a TDF expert says plan fiduciaries should do more than merely comply with them.
The Brilliant Gimmickry of TDFs
Sun, Jul 18, 2010
TDFs have always been a sales strategy more than an investment strategy, and we should recognize that.
