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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 October 20, 2010 Selena Maranjian	Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate.
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.
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...
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.
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 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
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.
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.
Investment Advisor July 2009 Melanie Waddell	Retirement News A new study of target-date fund investments by the Employee Benefit Research Institute... EBSA once again extends the applicability and effective dates of the final rule on investment advice...
The Motley Fool September 8, 2006 Ryan Popple	Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
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.
CFO May 1, 2009 Lynn Brenner	Are Target Funds on Target? The "simple" investment option may be more complicated than you think.
The Motley Fool May 19, 2009 Dan Caplinger	Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations.
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.
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.
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?
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.
Financial Planning September 1, 2011 Craig L. Israelsen	Target Funds: To or Through? How do you decide when it's the right time to say goodbye to a client's target-date funds - when they reach the specified year or all the way through the retirement years?
The Motley Fool August 22, 2007 Amanda B. Kish	Funds That Hit the Target More and more firms and retirement plans are beginning to offer target-date funds, asset-allocation funds that are designated by the year in which an investor plans to retire. Are they right for you?
Financial Planning February 1, 2008 Craig L. Israelsen	Winners by Default Target-date and balanced funds have become the main default options in corporate retirement plans. But which one is better?
The Motley Fool December 4, 2009 Dan Caplinger	Big Investors Are Fleeing Stocks. Should You? Pension funds are moving to bonds.
On Wall Street May 1, 2010 Gerald Buetow	In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.
Real Estate Portfolio Sep/Oct 2002 Jack McAllister	After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution.
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.
The Motley Fool July 25, 2007 Amanda B. Kish	The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
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.
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.
Financial Planning November 1, 2008 Craig L. Israelsen	2010, A Fund Odyssey The first target-date funds were introduced in 1994. Back then, a target date of 2010 -- the first major target date -- seemed extremely far away. But here we are, just 14 months from 2010.
Investment Advisor February 2009 Kara P. Stapleton	Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course.
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.
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.
The Motley Fool September 12, 2007 Rich Duprey	A 401(k) Balancing Act Traditional pension plans can show us how to build a plan we can rely on in our own 401(k)s. They regularly rebalance their assets, making sure that no particular asset class takes on too large a portion of the portfolio.
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.
BusinessWeek May 27, 2010 Amy Feldman	Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
BusinessWeek September 10, 2007 Dawn Kopecki	Wrestling For The 401(k) Purse Funds and insurers are vying over $90 billion that a new law may funnel to investment plans.
CFO September 1, 2009 Katz & Stuart	I Pledge Allegiance...to My Pension Fund In a year of cost cuts, most companies that sponsor pension plans are holding on to them.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
Financial Advisor January 2007 Marla Brill	Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features.
CFO April 1, 2010 Alix Stuart	Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
On Wall Street February 1, 2012 Sasha Franger	Being Aware of Equity Exposure in Target-Date Funds Target-date series assets, as well as the number of target-date series, have doubled in recent years.
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?