Tag: target date

Senior man calculating finances

The brief’s key findings are: While nearly 60 percent of new 401(k) participants have savings in target date funds (TDFs), little research has looked under the hood of this investment vehicle. This analysis uses a unique dataset with extensive information on the underlying mutual funds that TDFs hold. The results show that TDFs: often invest…

target date

Why Target Date Funds? provides a concise overview of the most common “default” 401(k) investment option. The booklet and tri-fold brochure explain how Target Date Funds balance growth and safety at different points in the lifecycle, maintain that balance in response to market changes, and how they perform. It also discusses fees and other considerations…