4th Quarter and 2020 TDF Flows

As we continue to move on from a rough 2020, it is interesting to look back at Target Date Fund (TDF) flows to get a glimpse into how participants saved for retirement or unfortunately failed to save or, even worse, took withdrawals. While this glimpse does not give the total picture due to other investments available in retirement plans, we can still glean some interesting intel from TDF flows, both at a savings level and how the TDF industry continues to shift and morph.


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4th Quarter and 2020 TDF Performance

We have emerged from a tumultuous 2020. Covid-19 took over our lives and, for many, livelihood. The election finally came and went. And after the newsworthy bear market in the 1st quarter, the stock market proved very resilient as it recovered this loss extremely quickly to close out the year at all-time highs. So how did all this noise affect Target Date Fund (TDF) performance?


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2020 Vision: Looking Back and Ahead

Wow, what a year and how appropriate to be using 20/20 hindsight as a metaphor as we look back across the past 12 months. We will all remember very clearly the struggles and challenges our world collectively faced. Investors were initially giddy to begin the new decade and markets rallied over the first 6 weeks of the year. Then it all came unglued.


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1Q20 Target Date Flows

As we all know by now, the first quarter was a tumultuous time in the market. Investors were spooked for the first time in a while, which can affect flows. Additionally, with annual retirement plan reviews occurring in late 2019 and early 2020—in advance of this surge in volatility—we believe it is possible that many plan sponsors may have switched to a new target date offering.


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1Q20 In Perspective

Given the current situation, and the plethora of information that has already been broadcast and published about the Coronavirus and its impact on the markets, we wanted to bring in Stadion’s Chief Investment Officer Brad Thompson to share his insights on recent market activity.


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