PLANSPONSOR - August/September 2019 - 33

Custom Target-Date Fund Providers
NUMBER
PROVIDER
Target-Date Series Name
AllianceBernstein
Customized Retirement Strategies
BlackRock
LifePath Custom
Callan Associates
Birth Date Funds
Callan Associates
Diversified Target Date Funds
Callan Associates
KP Retirement Path Funds
JP Morgan Funds
Custom TDF glide path
Morningstar
Plan 1, Custom Target Date Funds
Morningstar
Plan 2, Custom Target Date Funds
Morningstar
Plan 3, Custom Target Date Funds
Morningstar
Plan 4, Custom Target Date Funds
Morningstar
Plan 5, Custom Target Date Funds
Morningstar
Plan 6, Custom Target Date Funds
Morningstar
Plan 7, Custom Target Date Funds
Morningstar
Plan 8, Custom Target Date Funds
State Street Global
State Street custom target date
T. Rowe Price
Alaska Target Date Trusts
T. Rowe Price
Lincoln Target Date Funds
T. Rowe Price Korea Investment
Management (KIM) Target Date
T. Rowe Price
MassMutual Select Retirement Funds
Voya Investments
Voya Custom TDF #1
Voya Investments
Voya Custom TDF #2
OF FUNDS
IN SERIES*
Up to 13
10
11
13
11
Varies
6
11
12
12
11
13
12
11
Varies
11
5
7
13
10
10
UNDERLYING
FUND MGMT
APPROACH
Hybrid
Custom
UNDERLYING
POOLED
VEHICLES
FUND
LANDING
POINT
CITs, MF, SA, VA Age 65 or 80
SA
Hybrid, multi-mgr MF, CIT,
MF, CIT,
Hybrid, multi-mgr
Hybrid, multi-mgr
Varies
MF
MF
MF
MF
MF
MF
MF
MF
Varies
Passive
Blend
Active
Active
Hybrid
Passive
partnerships
MF, SA
SA, MF, ETF
Varies
MF
MF
MF
MF
MF
MF
MF
MF
Varies
CIT
MF
R
MF
MF
CIT
At TD
20 YATD
15 YATD
5 YATD
Varies
16 YATD
11 YATD
21 YATD
16 YATD
6 YATD
21 YATD
11 YATD
21 YATD
Varies
30 YATD
20 YATD
0 YATD
30 YATD
At TD
At TD
Q2 2019
ASSETS ($mm)
39,242
56,900
1,992
953
9,103
26,118
133
4,161
3,275
94
1,043
2,280
474
143
17,912
1,800
479
240
4,853
280
4,241
FEATURES
UNAFFILIATED
MANAGERS
Open
Architecture
Varies
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Varies
No
Yes
Yes
Yes
Yes
Yes
*Some providers entered the average number of funds in their existing custom solutions. CIT = Collective investment trust; ETF = Exchange-traded fund;
MF = Mutual fund; R = Not reported; SA = Separate account; SV = Stable value; VA = Variable annuities; YATD = Years after target date.
PLANSPONSOR.com August - September 2019 33

http://www.plansponsordigital.com/plansponsor/august-september_2019/TrackLink.action?pageName=33&exitLink=http%3A%2F%2FPLANSPONSOR.com

PLANSPONSOR - August/September 2019

Table of Contents for the Digital Edition of PLANSPONSOR - August/September 2019

Reality Check
2019 PLANSPONSOR Target-Date Fund Survey
2019 PLANSPONSOR Participant Survey
2019 PLANSPONSOR National Conference
Opportunities Grow
Real Estate Has Been a Haven
Health Savings Strategies
PLANSPONSOR - August/September 2019 - C1
PLANSPONSOR - August/September 2019 - FC1
PLANSPONSOR - August/September 2019 - FC2
PLANSPONSOR - August/September 2019 - C2
PLANSPONSOR - August/September 2019 - 1
PLANSPONSOR - August/September 2019 - 2
PLANSPONSOR - August/September 2019 - 3
PLANSPONSOR - August/September 2019 - 4
PLANSPONSOR - August/September 2019 - 5
PLANSPONSOR - August/September 2019 - 6
PLANSPONSOR - August/September 2019 - 7
PLANSPONSOR - August/September 2019 - 8
PLANSPONSOR - August/September 2019 - 9
PLANSPONSOR - August/September 2019 - 10
PLANSPONSOR - August/September 2019 - 11
PLANSPONSOR - August/September 2019 - 12
PLANSPONSOR - August/September 2019 - 13
PLANSPONSOR - August/September 2019 - 14
PLANSPONSOR - August/September 2019 - 15
PLANSPONSOR - August/September 2019 - 16
PLANSPONSOR - August/September 2019 - 17
PLANSPONSOR - August/September 2019 - 18
PLANSPONSOR - August/September 2019 - 19
PLANSPONSOR - August/September 2019 - 20
PLANSPONSOR - August/September 2019 - 21
PLANSPONSOR - August/September 2019 - 22
PLANSPONSOR - August/September 2019 - 23
PLANSPONSOR - August/September 2019 - Reality Check
PLANSPONSOR - August/September 2019 - 25
PLANSPONSOR - August/September 2019 - 26
PLANSPONSOR - August/September 2019 - 27
PLANSPONSOR - August/September 2019 - 28
PLANSPONSOR - August/September 2019 - 29
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Target-Date Fund Survey
PLANSPONSOR - August/September 2019 - 31
PLANSPONSOR - August/September 2019 - 32
PLANSPONSOR - August/September 2019 - 33
PLANSPONSOR - August/September 2019 - 34
PLANSPONSOR - August/September 2019 - 35
PLANSPONSOR - August/September 2019 - 36
PLANSPONSOR - August/September 2019 - 37
PLANSPONSOR - August/September 2019 - 38
PLANSPONSOR - August/September 2019 - 39
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Participant Survey
PLANSPONSOR - August/September 2019 - 41
PLANSPONSOR - August/September 2019 - 42
PLANSPONSOR - August/September 2019 - 43
PLANSPONSOR - August/September 2019 - 44
PLANSPONSOR - August/September 2019 - 45
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR National Conference
PLANSPONSOR - August/September 2019 - 47
PLANSPONSOR - August/September 2019 - 48
PLANSPONSOR - August/September 2019 - 49
PLANSPONSOR - August/September 2019 - 50
PLANSPONSOR - August/September 2019 - 51
PLANSPONSOR - August/September 2019 - 52
PLANSPONSOR - August/September 2019 - 53
PLANSPONSOR - August/September 2019 - 54
PLANSPONSOR - August/September 2019 - 55
PLANSPONSOR - August/September 2019 - Opportunities Grow
PLANSPONSOR - August/September 2019 - 57
PLANSPONSOR - August/September 2019 - Real Estate Has Been a Haven
PLANSPONSOR - August/September 2019 - 59
PLANSPONSOR - August/September 2019 - Health Savings Strategies
PLANSPONSOR - August/September 2019 - 61
PLANSPONSOR - August/September 2019 - 62
PLANSPONSOR - August/September 2019 - 63
PLANSPONSOR - August/September 2019 - 64
PLANSPONSOR - August/September 2019 - C3
PLANSPONSOR - August/September 2019 - C4
https://www.plansponsordigital.com/plansponsor/may_june_2024
https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
https://www.plansponsordigital.com/plansponsor/september_october_2023
https://www.plansponsordigital.com/plansponsor/july_august_2023
https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
https://www.plansponsordigital.com/plansponsor/december_2022_february_2023
https://www.plansponsordigital.com/plansponsor/october_november_2022
https://www.plansponsordigital.com/plansponsor/august_september_2022
https://www.plansponsordigital.com/plansponsor/june_july_2022
https://www.plansponsordigital.com/plansponsor/excellenceawards_2022
https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
https://www.nxtbookmedia.com