BGA 401K Monthly Digest

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Author

Benedetti, Gucer & Associates
March 01, 2024

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Target-date assets rebounded in 2023, gaining 22% to end the year holding $3.47 trillion, new Sway Research shows.

“Most of it was market-driven,” says Chris J. Brown, founder of and principal in Sway Research. “The soaring stock market definitely helped pull these things up.”

The top-ranked providers of TDs were Vanguard, with $1.287.9 billion; Fidelity Investments, with $498 billion; and BlackRock, with $427 billion, across all structures, products and investment types, the research found.

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