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CFO
December 1, 2009
Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well.   |
On Wall Street
September 1, 2013
Tom Roseen |
The Rise of Asset Allocation Funds The modern version of balanced funds, these portfolios continue to make inroads with investors. |
Real Estate Portfolio
Nov/Dec 2008
Allen Kenney |
On the Road to Retirement Target date funds are taking a closer look at where retirees will end up, and changes are coming that could pay dividends for REITs. |
Financial Advisor
March 2011
Jeff Schlegel |
401(k)s Are Still O(k) Some critics contend the 401(k) concept is broken and has failed its basic mission to fund the great American retirement. Avatar Associates begs to differ. |
Financial Planning
February 1, 2012
Joseph Lisanti |
A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years. |
CFO
April 1, 2010
Alix Stuart |
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. |
CFO
December 1, 2007
Kate O'Sullivan |
The New Mix With so much riding on 401(k)s, more and more companies are reconsidering their plan offerings. |
The Motley Fool
March 10, 2009
Dan Caplinger |
Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you? |
Financial Planning
September 1, 2007
Israelsen & Nagengast |
Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors. |
Investment Advisor
December 2007
Melanie Waddell |
Target Date: Now The future is very bright for the already popular lifecycle funds. Industry experts predict that investment advisors will continue to boost lifecycle funds' popularity. |
Financial Advisor
November 2010 |
Auto-Enrollment Benefits Young Savers A new study shows young workers with 401(k) auto enrollment are better diversified than employees who aren't offered that feature in their retirement plans. |
The Motley Fool
October 20, 2010
Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
Financial Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
Financial Advisor
May 2005
Jeff Schlegel |
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. |
The Motley Fool
June 18, 2010
Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. |
Financial Planning
July 1, 2006
Israelsen & Walker |
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. |
Financial Planning
July 1, 2011
Temma Ehrenfeld |
Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment. |
Real Estate Portfolio
Nov/Dec 2003
Art Gering |
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. |
CFO
April 1, 2006
David M. Katz |
Sprucing Up the 401(k) With other retirement vehicles in dire shape, plan sponsors are rethinking their defined-contribution offerings. |
Financial Planning
August 1, 2009
Craig L. Israelsen |
Bad Match The poor performance of target-date funds, particularly 2010 funds, as qualified default investment alternatives has not gone unnoticed in Washington. |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
BusinessWeek
July 2, 2009
Amy Feldman |
Reinventing the Target-Date Retirement Fund Target-date retirement funds, the default in many 401(k) plans, left many hurting in the downturn. Can they be made smarter? |
Financial Planning
April 1, 2007
Craig L. Israelsen |
Send in the Clones? Target-date funds are proliferating, and they're astonishingly similar. Sadly, they're not astonishingly excellent. |
CFO
April 1, 2009
Lynn Brenner |
401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions. |
Financial Advisor
January 2009
Marla Brill |
Failure To Launch Advisors have little or no leeway to adjust positions in needs-based or all-in-one investment vehicles, such as 529 plans and target funds, and make changes when the market is melting down. |
Registered Rep.
November 10, 2011
Mark Miller |
Target Date Funds: Not So Bad After All? A fee-only financial advisor for both retirement plans and individuals, worries that target date funds -- which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement -- just can't do as good a job as professional advisors. |
Real Estate Portfolio
May/Jun 2001
Jack McAllister |
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... |
Registered Rep.
October 11, 2012
Stan Luxenberg |
Savers, at Last. . . The 401(k) has long been considered a failure at truly preparing anyone for retirement -- especially since the recession. Less noticed is that the plans are, slowly, getting much better. |
CFO
May 15, 2012
David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. |
Financial Planning
August 1, 2009
Katherine Reynolds Lewis |
Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests. |
The Motley Fool
October 12, 2009
Amanda B. Kish |
The Incredible Shrinking 401(k) It's truly depressing when a retirement portfolio loses nearly a quarter of its value, even after you make your hard-earned annual contributions. |
CFO
May 1, 2003
Roy Harris |
Security Blanket Management options for 401(k) investments protect both participants and sponsors. |
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney |
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
The Motley Fool
September 19, 2006
Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. |
The Motley Fool
June 11, 2009
Dan Caplinger |
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. |
Investment Advisor
August 2009
Melanie Waddell |
Retirement Planning: What's Next For Target Date Funds? The global financial crisis has shown that target date funds have shortcomings. What should become of them? |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
White Paper The fund industry often analyzes the performance of target-date funds using incorrect assumptions about participant behavior. Investors contribute less to funds, and contribute more erratically, than is generally believed. |
The Motley Fool
December 18, 2009
Selena Maranjian |
Keep These Funds on Target Be smart about how you use target-date funds. |
Financial Planning
July 1, 2007
Walls & Knight |
Buy Default The Pension Protection Act gives business owners more effective ways to deploy the default option in their 401(k) plans. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
BusinessWeek
July 3, 2008
Lauren Young |
Target-Date Funds Hit Their Stride They're finally investing in the wider array of products that have helped put big pension funds ahead of the pack. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
BusinessWeek
July 2, 2009
Amy Feldman |
IBM Reinvents the 401(k) Staffers were nervous when Big Blue replaced its pension plan with a souped-up 401(k). Now, the plan could be the new gold standard. |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
Registered Rep.
August 28, 2015
Mark Miller |
Managed Accounts in The Workplace Retirement savers who get professional help with their 401(k) portfolios stand a good chance of seeing better outcomes than those who don't. |
CFO
February 1, 2008
Russ Banham |
Exit Strategies How companies can help retiring employees smooth the transition from savers to consumers. |
CFO
April 1, 2007
Roy Harris |
A New Start Under the Pension Protection Act, companies play a key role in keeping employee retirement savings on track. |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
Registered Rep.
October 1, 2006
Kevin Burke |
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. |
