Many funds incur a substantial cost from how they go about rebalancing, possibly exceeding these funds’ total trading costs ...

A 401 (k) plan will typically offer a range of investments, maybe even a few dozen mutual funds. Some 401 (k) plans may also ...

“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...

We’re in the thick of tax season, which means many investors are making IRA contributions, and target-date funds can be ideal IRA investments. Here to discuss why that is and to share a few of ...

Mirae Asset Global Investments, Korea’s leading asset manager, introduced its first target-date exchange-traded fund on ...

With Republicans in control of the White House and Congress, the industry sees an opportunity to fuel its next golden era: ...

CITs have been outpacing mutual funds in recent years, reflecting investors’ preference for lower-cost investment options. Between 2022 and 2024, CIT-based target-date assets grew at an annual ...

Net Returns (NR) include income net of tax withholding when dividends are paid.

Taken together, the benefits of SDBAs for advisors and their clients are manifold: a greater variety of retirement options ...

When choosing target date funds, you should consider your risk tolerance and investment goals. Other factors to consider when selecting target date funds include expense ratios, fund performance ...

Plaintiffs, including Cisco 401(k) plan participants, have accused their respective plan sponsors of failing to monitor these investments and alleging that the BlackRock target-date series ...

BlackRock's iShares LifePath Target-Date ETFs are a set of retirement tools that are unique to the ETF industry. Target-date ...