PLANSPONSOR - November/December 2017 - 45

SURVEY SPOTLIGHT
Have you considered utilizing any of the following in your plan?
Already
use
Multi-manager target-date fund
Custom target-date fund (made up of
investment options in the plan lineup)
Professionally managed account
(participant-level allocation model)
12.5%
13.1%
18.3%
Considered,
may use in
the future
Not
sure
11.7% 12.6%
10.6% 14.4%
14.6% 17.2%
Have not
considered
11.7%
11.7%
16.5%
Considered,
but decided
not to use
11.9%
11.9%
23.8%
Within your target-date fund series, are you monitoring the duration of the fixed
income component, and if so, are you taking action to address and adjust duration?
No, not monitoring duration
All Micro Small Mid Large Mega
26.7% 30.3% 28.0% 22.6% 18.3% 22.6%
Yes, monitoring duration; not taking action 12.4% 8.4% 12.5% 11.5% 20.3% 20.1%
Yes, monitoring duration; taking action
Not sure
10.4% 4.9%
Not applicable - do not offer TDFs
8.9% 15.0% 15.8% 25.6%
37.2% 42.8% 35.4% 37.6% 33.7% 26.2%
13.3% 13.6% 15.2% 13.2% 11.9%
5.5%
What is your target-date fund composed of?
All Micro Small Mid Large Mega
All passive investment strategies
All active investment strategies
Active and passive investment strategies
Not sure
14.5% 8.0% 12.1% 16.0% 24.0% 37.7%
9.4% 8.9%
8.6% 11.6% 12.0%
9.3%
33.4% 27.1% 37.7% 35.6% 35.9% 35.2%
42.6% 56.0% 41.7% 36.9% 28.1% 17.9%
Does your target-date fund series currently utilize alternative asset classes such
as hedge funds, real estate, commodities and others to provide diversification?
Yes
No
Not sure
All Micro Small Mid Large Mega
14.2% 8.9% 15.9% 15.7% 11.4% 29.0%
38.4% 30.6% 40.2% 41.5% 50.8% 43.2%
47.4% 60.5% 43.9% 42.8% 37.8% 27.8%
z Yes
z No
z Not sure
This information is not intended to be legal or fiduciary advice or a full representation of all responsibilities
of plan sponsors and advisors. Janus Henderson is a trademark of Janus Henderson Investors. ©
Janus Henderson Investors. The name Janus Henderson Investors includes HGI Group Limited, Henderson
Global Investors (Brand Management) Sarl and Janus International Holding LLC.
C-1117-13880 11-30-18
CO-SPONSORED RESEARCH
50%
40%
30%
20%
10%
0%
2016
2017
50%
40%
30%
20%
10%
0%
2013
2014
2015
2016
2017
- Not monitoring duration
- Monitoring duration/taking action
- Monitoring duration/not taking action
- Not sure
40%
30%
20%
10%
0%
Using or may use, 2016 Using or may use, 2017
z Multi-manager TDF
z Custom TDF
z Professionally managed acct
100%
80%
60%
40%
20%
0%
2016
z Mix of active and passive
z All passive
2017
z All active
z Not sure

PLANSPONSOR - November/December 2017

Table of Contents for the Digital Edition of PLANSPONSOR - November/December 2017

Seeking Value
2017 DC Survey: Plan Benchmarking
2017 Research Year in Review
Owning a Piece of the Firm
Breaking Up With a Fund
Reporting Requirements
PLANSPONSOR - November/December 2017 - Cover1
PLANSPONSOR - November/December 2017 - Cover2
PLANSPONSOR - November/December 2017 - 1
PLANSPONSOR - November/December 2017 - 2
PLANSPONSOR - November/December 2017 - 3
PLANSPONSOR - November/December 2017 - 4
PLANSPONSOR - November/December 2017 - 5
PLANSPONSOR - November/December 2017 - 6
PLANSPONSOR - November/December 2017 - 7
PLANSPONSOR - November/December 2017 - 8
PLANSPONSOR - November/December 2017 - 9
PLANSPONSOR - November/December 2017 - 10
PLANSPONSOR - November/December 2017 - 11
PLANSPONSOR - November/December 2017 - 12
PLANSPONSOR - November/December 2017 - 13
PLANSPONSOR - November/December 2017 - 14
PLANSPONSOR - November/December 2017 - 15
PLANSPONSOR - November/December 2017 - 16
PLANSPONSOR - November/December 2017 - 17
PLANSPONSOR - November/December 2017 - 18
PLANSPONSOR - November/December 2017 - 19
PLANSPONSOR - November/December 2017 - 20
PLANSPONSOR - November/December 2017 - 21
PLANSPONSOR - November/December 2017 - Seeking Value
PLANSPONSOR - November/December 2017 - 23
PLANSPONSOR - November/December 2017 - 24
PLANSPONSOR - November/December 2017 - 25
PLANSPONSOR - November/December 2017 - 26
PLANSPONSOR - November/December 2017 - 27
PLANSPONSOR - November/December 2017 - 28
PLANSPONSOR - November/December 2017 - 29
PLANSPONSOR - November/December 2017 - 2017 DC Survey: Plan Benchmarking
PLANSPONSOR - November/December 2017 - 31
PLANSPONSOR - November/December 2017 - 32
PLANSPONSOR - November/December 2017 - 33
PLANSPONSOR - November/December 2017 - 34
PLANSPONSOR - November/December 2017 - 35
PLANSPONSOR - November/December 2017 - 36
PLANSPONSOR - November/December 2017 - 37
PLANSPONSOR - November/December 2017 - 38
PLANSPONSOR - November/December 2017 - 39
PLANSPONSOR - November/December 2017 - 40
PLANSPONSOR - November/December 2017 - 41
PLANSPONSOR - November/December 2017 - 42
PLANSPONSOR - November/December 2017 - 43
PLANSPONSOR - November/December 2017 - 44
PLANSPONSOR - November/December 2017 - 45
PLANSPONSOR - November/December 2017 - 2017 Research Year in Review
PLANSPONSOR - November/December 2017 - 47
PLANSPONSOR - November/December 2017 - 48
PLANSPONSOR - November/December 2017 - 49
PLANSPONSOR - November/December 2017 - 50
PLANSPONSOR - November/December 2017 - 51
PLANSPONSOR - November/December 2017 - 52
PLANSPONSOR - November/December 2017 - 53
PLANSPONSOR - November/December 2017 - Owning a Piece of the Firm
PLANSPONSOR - November/December 2017 - 55
PLANSPONSOR - November/December 2017 - 56
PLANSPONSOR - November/December 2017 - 57
PLANSPONSOR - November/December 2017 - Breaking Up With a Fund
PLANSPONSOR - November/December 2017 - 59
PLANSPONSOR - November/December 2017 - Reporting Requirements
PLANSPONSOR - November/December 2017 - 61
PLANSPONSOR - November/December 2017 - 62
PLANSPONSOR - November/December 2017 - 63
PLANSPONSOR - November/December 2017 - 64
PLANSPONSOR - November/December 2017 - Cover3
PLANSPONSOR - November/December 2017 - Cover4
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