Target Date Funds Content

Target date funds are a popular choice for 401(k) plans’ investment lineups, according to an updated joint study released today by the Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI). The study, “401(k) Plan Asset Allocation, Account Balances, and...

Target date funds, which are also called lifecycle funds, are designed to offer a convenient way to invest for a person expecting to retire around a particular date. A target date fund pursues a long-term investment strategy, using a mix of asset classes (or asset allocation) that the...

Target retirement date funds—also called lifecycle funds—are an important innovation in retirement savings. They provide an efficient way for a shareholder to invest in a mix of asset classes through a single fund that both rebalances its asset allocation periodically and becomes more...

Younger 401(k) plan participants have large allocations to target date and other types of balanced funds, according to a new joint study released today by the Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI). At year-end 2016, 64 percent of 401(k)...

Via e-mail to rule-comments@sec.gov June 9, 2014 Mr. Kevin M. O’Neill Deputy Secretary Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549-1090 Re: Investment Company Advertising: Target Date Retirement Fund Names and Marketing (File No. S7- 12-10) Dear Mr. O...

A greater number of 401(k) plan participants are investing in target date funds over time. At year-end 2012, 41 percent of 401(k) participants held target date funds, according to a report released today by the Investment Company Institute (ICI) and the Employee Benefit Research...

Via e-mail to e-ORI@dol.gov July 9, 2012 Office of Regulations and Interpretations Employee Benefits Security Administration Room N-5655 U.S. Department of Labor 200 Constitution Avenue, N.W. Washington DC 20210 Re: RIN 1210-AB38; Target Date Disclosure (ICI Comment Letter to DOL on...