Retirement Login HSA Login

Not sure?   Contact Us

OnWallStreet.com: New Horizons: Target-Date Funds Get Customized

by

blog-spacer

As VP of Brand + Creative for Ubiquity, Sylvia is a creatively driven entrepreneur with an unprecedented passion for the written word. With over 22 years in marketing and advertising and titles ranging from Director to CMO, Sylvia has worked with mega giants including Intel, Microsoft, IGN Entertainment, Activision, and Apple. She has also worked on projects with Jack Johnson, Mariah Carey, Denise Richards and YMCMB’s Lil’ Wayne and Birdman. Most recently, Sylvia co-produced Broken Eggs, the hard-hitting, feature-length documentary about the looming retirement crisis in America.

blog-spacer

February 2, 2012 at 6:53 pm
Press

blog-spacer

Custom target-date funds are beginning to proliferate at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund and have access to a wider array of investments to put in them.

Indeed, about 20 to 25 percent of plan sponsors with target-date funds are likely to switch to customized approaches by 2015, up from roughly 13 percent today, research and consulting firm Celent projected in a recent report.

The firm also estimated that the assets invested in custom target-date funds will grow from roughly $54 billion in mid-2011 to $528 billion by 2015.

Read the whole article here