The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

Defined contribution retirement plan sponsors are currently selecting target-date funds (TDFs) in a handful of ways, said Nathan Voris, director of sponsor and workplace solutions at Morningstar ...

We are living in an age where convenience, digital technology, and no-fuss, auto-pilot protocols often are preferred over ...

Target date funds are essentially a blend of stocks and bonds. They start with a more aggressive investment strategy and gradually shift towards a more conservative approach as the investor nears the ...

For many investors, portfolio design seems straightforward: Simply choose the options with the highest potential returns. But for advisors serving clients with a wide range of risk tolerances, that ...

The problem with a one-size-fits-all philosophy is that it never truly fits everyone. Thanks to many employers auto-enrolling employees in a 401(k), target-date funds have grown in popularity as a ...

The BlackRock LifePath Index target-date series’ exceptional team, robust resources, and well-calibrated approach continue to earn a Morningstar Analyst Rating of Gold for its cheapest share classes ...

“The COVID pandemic itself didn't fundamentally change how risk management for pension plans should be addressed, but it did confirm why it’s important to have a sound risk management framework,” said ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...