target date

Staying the Course: Employees Stick with Target Date Funds
Team SummitEmployer Resource Center, Plan Investments
Target date funds (TDFs) are the most common qualified default investment alternative (QDIA) in 401(k) plans. At year-end 2022, more than two-thirds of participants in the Employee Benefit Research Institute/Investment Company Institute (EBRI/ICI) 401(k) database held TDFs in their account. A recent ICI study suggests most participants appear to be buying and holding these funds  Read More →
Market Turmoil Spurs Trading, But Staying Put Pays Off
Team SummitEmployer Resource Center, Plan Investments
The U.S. stock market suffered its worst day in five years on Friday, April 4, following President Donald Trump’s announcement of sweeping tariffs. The S&P 500, Nasdaq, and Dow Jones Industrial Average all posted significant losses. Despite the turbulence, financial experts continue to advise retirement plan investors to “stay the course” rather than react impulsively.  Read More →
Help Participants Avoid These TDF Missteps
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in  Read More →

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