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 ...

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

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

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

Despite shortcomings for certain investors, "do target-date funds help investors who are unaware of the basics of investing find their way to a sane investment mix given their life stage?" ...

Voya Financial, Inc. (NYSE: VOYA) announced today the launch of the new MyCompass Target Date Blend Series (MyCompass Blend), a series of collective investment trusts trusteed by Great Gray Trust ...

However, many target-date funds actually held more equities on average than balanced funds through those 15 years. The Vanguard Balanced Index fund (VBINX), for example, was matched or beaten out in ...

Amid recent Social Security uncertainties, employers and plan sponsors might need to ramp up efforts to secure their ...

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 ...

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 ...

Even in dramatic stock market volatility, less than 1% of target-date investors trade, he said. Curran said financial reality is requiring DC plan sponsors to reconsider investment lineup ...