During recent market turmoil, target-date funds proved their mettle. Between February 19, the market’s 2025 peak and April 8, ...

A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches ...

At a time when market volatility buffets all investors, DC plan sponsors are re-evaluating the suitability of their plan ...

As retirement nears, reallocating a 401(k) becomes critical to balance growth, income, and risk, ensuring savings last ...

The process of transferring my HSA funds was more complex than I imagined, but left me with a key takeaway: Pay attention to ...

Target-date fund assets soared to a record $4 trillion in 2024 as collective investment trusts overtook mutual funds, Morningstar has reported in its annual target-date fund landscape report.

U.S. District Judge John Murphy in Philadelphia said the proposed class action settlement announced in November "provides no ...

Soda distributor Coca-Cola Southwest Beverages LLC fills its retirement plan with poorly performing target date funds and ...

The judge’s ruling is the latest twist in a three-year battle over changes Vanguard made to target-date funds that investors say stuck them with unnecessary tax bills.

This contrasts with the average peer, which ranged from a 79.4% equity allocation in the 2065+ target-date fund category to 35.7% in the 2000-2010 target-date fund category. Subasset allocations ...

Income Fund of America Cl R-6 Shares RIDGX 18.01% Intermediate Bond Fund of America Cl R-6 RBOGX 11.16% Bond Fund of America Cl R-6 Shares RBFGX 10.11% American Funds Short-Term Bond Fund of ...

Target-date fund assets soared to a record $4 trillion in 2024, according to Morningstar’s new “Target-Date Fund Landscape” report. “That’s an enormous number, and people may have a hard ...