Target Date Funds

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  Beware of Target-Date Funds

  By Ronald L. Delegge  |  April 29, 2013

  I think any financial advisor who recommends or sells a target-date fund is out of their mind. Almost one in four 401(k) participants invest solely in TDFs, yet flaws with these types of investments abound.

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  TDF Investors Report High Levels of Retirement Confidence

  By Danielle Andrus, AdvisorOne  |  February 22, 2012

  Over two-thirds of investors with assets in target-date funds feel more secure about their retirement than those not invested in TDFs, a report released Tuesday by ING U.S. found, and nearly three-quarters say they are confident that they’re making good investment decisions.

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  6 Critical Trends for Retirement Plans in 2012

  By Danielle Andrus, AdvisorOne  |  January 19, 2012

  Lincoln Trust released a report on six “megatrends” that would affect the retirement plan industry in 2012.

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  Are Target Date Funds the ‘Single Product Solution’?

  By J. Gibson Watson III, CIMA, Envestnet  |  December 6, 2011

  Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.

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  MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RIS

  By Sherry Christie  |  October 21, 2011

  Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.

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  DFA Shows New Focus on Retirement Planning at Chicago Conference

  By Elizabeth MacBride  |  July 14, 2011

  Fund company rolls out ‘Managed DC’ product for U.S. market, following Bill Bradley speech on U.S. retirement challenges.

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  Top Portfolio Products: Deutsche Bank Rebrands; Gemini Launches New Trust

  By Marlene Y. Satter, AdvisorOne  |  June 25, 2011

  Phoenix Companies introduce annuity; Strategic Insight, PLANSPONSOR bring out Pathfinder 2.0

• Target-Date Funds: Investors ‘Get It,’ Says Vanguard Study

  By Janet Levaux, AdvisorOne  |  January 12, 2011

  Survey respondents, though, did show some uncertainty about allocations around the target date.

• Target Date: Now

  By Melanie Waddell, AdvisorOne  |  December 1, 2007

  A few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...