RESEARCH

2017 PLANSONSOR Target-Date Fund Buyer’s Guide

Custom TDF Providers

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Custom Target-Date Fund Providers
PROVIDER TARGET-DATE SERIES NAMENUMBER OF FUNDS IN SERIESUNDERLYING FUND MGMT APPROACHUNDERLYING FUND VEHICLESFUND LANDING POINTQ2 2017 Assets ($MM)FEATURES UNAFFILIATED MANAGERS
AllianceBernstein Customized Retirement Strategies12VariesMF,CIT,SAVaries$36,662 Yes
AllianceBernstein Lifetime Income Strategy (Custom)11Client SpecificCITClient-specific$1,447 Yes
Allianz Varies - Client dependent 10DynamicMR,ETF,CIT,SAVaries$1,200 Yes
BlackRock LifePath Custom 10Client SpecificClient SpecificAt TD$33,700 Varies
Callan Associates Birth Date Funds 11Hybrid, multi-mgrMF,CIT20 years$4,399 Yes
Callan Associates Diversified Target Date Funds 3Hybrid, multi-mgrMF,CIT,pvt prtnshps15 years$964 Yes
Callan Associates/The KP Funds Trust* The KP Funds10Hybrid, multi-mgrAll MF5 years$6,065 Yes
J.P. Morgan JPMorgan Custom TDF glide path VariesVariesSA,MF,ETF VariesVaries$20,494 Yes
Putnam Retirement Vision Path Custom Funds5HybridSA, MFVaries$156 Yes
Russell Investment Manager Custom 10Active/Passive, multi-mgrVariesAt TD$6,913 R
State Street Global Advisors Custom Target DateVariesVariesVariesVaries$11,400 Varies
MF=Mutual Fund; CIT=Collective Investment Trust; SA=Separate Account; R=Not Reported.
Note: Some providers entered the average number of funds in their existing custom solutions.

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PLANSPONSOR Target-Date Fund Buyer’s Guide

Our guide to the size, scope and design of target-date fund options, and a look at how TDF managers continue to evolve their thinking and underlying allocations.