Tag Archives: TDFs

S&P STRIDE Target Date Funds: Making STRIDEs in Evaluating the Performance of Retirement Solutions

Back in the Great Recession of 2008-2009, participants experienced a dramatic stock market decline.  The S&P 500 index had a “peak-to-trough” decline of 51 percent! Coincidentally, many retirees and near-retirees were gaining their initial experience with something called a Qualified Default Investment Alternative (QDIA). The QDIA is a “safe harbor” (Department of Labor Regulation 29 Read more […]

The Power of a Consensus Glide Path

Some who follow target date fund (TDF) performance have taken note that lately, the S&P Target Date Index Series has outperformed many TDFs.  In most historical periods, index performance was middle of the pack.  However, 2015 was an exception, as shown in Report 2 of our Year-End 2015 Target Date Scorecard.  Every vintage of the Read more […]