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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.   |
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
October 20, 2010
Selena Maranjian |
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. |
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. |
Financial Planning
February 1, 2010
Ron Surz |
Target-Date Fix New legislation currently being proposed in Washington won't fix the problem with target-date funds. Here's what will. |
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. |
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. |
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
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. |
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. |
CFO
May 1, 2009
Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. |
Investment Advisor
March 2007
Melanie Waddell |
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. |
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. |
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. |
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. |
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. |
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? |
Registered Rep.
January 10, 2014
Mark Miller |
The Problem with the Glidepath A research paper argues that target date funds take risk and return off the table too quickly for pre-retirees, and that they are forcing millions of retirement investors into negative-return fixed income vehicles, mainly Treasuries. |
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. |
The Motley Fool
February 9, 2010
Dan Caplinger |
Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them |
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
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. |
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? |
Registered Rep.
February 9, 2012
Jerry Gleeson |
RIA Rising: Employees Dig a Tad Deeper for 401(k) Contributions Last year's market volatility apparently didn't discourage retirement savers from sticking to their plans, but it didn't encourage more frugality either. |
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. |
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. |
Investment Advisor
March 2008
Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
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. |
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
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 26, 2009
Dan Caplinger |
Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure. |
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. |
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. |
CFO
April 1, 2010
Alix Stuart |
Sea Change Companies now play a much more active role in guiding employees' 401(k) investment decisions. |
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. |
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
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
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. |
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
February 2008
Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
The Motley Fool
June 10, 2010
Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
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. |
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 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
December 19, 2008
Dan Caplinger |
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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. |
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 Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
