PLANSPONSOR - October/November 2018 - 53

SURVEY SPOTLIGHT
Note: Totals may not add to 100% due to rounding.
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)
14.9%
14.5%
19.6%
Considered,
may use in
the future
Not
sure
7.9% 32.7%
9.9% 27.8%
8.5% 28.6%
Have not
considered
36.7%
38.7%
35.5%
Considered,
but decided
not to use
7.9%
9.0%
7.7%
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
27.5% 30.2% 31.4% 18.1% 19.1% 25.6%
Yes, monitoring duration; not taking action 11.6% 5.1% 11.3% 16.1% 20.4% 20.2%
Yes, monitoring duration; taking action
Not sure
12.2% 7.1% 11.9% 16.5% 19.8% 17.1%
36.7% 43.0% 33.4% 38.2% 30.9% 31.0%
Not applicable - do not offer TDFs
12.1% 14.6% 12.0% 11.0%
9.9%
6.2%
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
14.3% 9.9% 10.6% 12.9% 26.9% 38.9%
9.2% 6.0%
8.6% 15.3% 10.9% 11.5%
32.1% 25.6% 35.4% 35.1% 39.1% 29.0%
44.4% 58.5% 45.3% 36.7% 23.1% 20.6%
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
14.1% 8.6% 13.1% 19.3% 18.2% 27.5%
36.4% 30.9% 36.4% 39.8% 44.8% 42.7%
49.5% 60.5% 50.5% 41.0% 37.0% 29.8%
50%
40%
30%
20%
10%
0%
z Yes zNo z Not sure
2017
2018
50%
40%
30%
20%
10%
0%
2014
2015
2016
2017
2018
- Not monitoring duration
- Monitoring duration/not taking action
- Monitoring duration/taking action
- Not sure
40%
30%
20%
10%
0%
Using or may use, 2017 Using or may use, 2018
zMulti-manager TDF
zCustom TDF
zProfessionally managed account
100%
80%
60%
40%
20%
0%
2017
z All passive
z All active
2018
z Mix of active and passive
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 Group plc or one
of its subsidiary entities. © Janus Henderson Group plc.
C-1118-20744 11-30-19
CO-SPONSORED RESEARCH

PLANSPONSOR - October/November 2018

Table of Contents for the Digital Edition of PLANSPONSOR - October/November 2018

Looking Closer
2018 DC Survey: Plan Benchmarking
Operational Loan Failures
Looking Beyond Performance
Staying Ahead of Inflation
Private Market Investing
Income Disruptions
Easy Access
PLANSPONSOR - October/November 2018 - Easy Access
PLANSPONSOR - October/November 2018 - FC1
PLANSPONSOR - October/November 2018 - FC2
PLANSPONSOR - October/November 2018 - C2
PLANSPONSOR - October/November 2018 - 1
PLANSPONSOR - October/November 2018 - 2
PLANSPONSOR - October/November 2018 - 3
PLANSPONSOR - October/November 2018 - 4
PLANSPONSOR - October/November 2018 - 5
PLANSPONSOR - October/November 2018 - 6
PLANSPONSOR - October/November 2018 - 7
PLANSPONSOR - October/November 2018 - 8
PLANSPONSOR - October/November 2018 - 9
PLANSPONSOR - October/November 2018 - 10
PLANSPONSOR - October/November 2018 - 11
PLANSPONSOR - October/November 2018 - 12
PLANSPONSOR - October/November 2018 - 13
PLANSPONSOR - October/November 2018 - 14
PLANSPONSOR - October/November 2018 - 15
PLANSPONSOR - October/November 2018 - 16
PLANSPONSOR - October/November 2018 - 17
PLANSPONSOR - October/November 2018 - 18
PLANSPONSOR - October/November 2018 - 19
PLANSPONSOR - October/November 2018 - 20
PLANSPONSOR - October/November 2018 - 21
PLANSPONSOR - October/November 2018 - 22
PLANSPONSOR - October/November 2018 - 23
PLANSPONSOR - October/November 2018 - 24
PLANSPONSOR - October/November 2018 - 25
PLANSPONSOR - October/November 2018 - 26
PLANSPONSOR - October/November 2018 - 27
PLANSPONSOR - October/November 2018 - 28
PLANSPONSOR - October/November 2018 - 29
PLANSPONSOR - October/November 2018 - 30
PLANSPONSOR - October/November 2018 - 31
PLANSPONSOR - October/November 2018 - 32
PLANSPONSOR - October/November 2018 - 33
PLANSPONSOR - October/November 2018 - Looking Closer
PLANSPONSOR - October/November 2018 - 35
PLANSPONSOR - October/November 2018 - 36
PLANSPONSOR - October/November 2018 - 37
PLANSPONSOR - October/November 2018 - 38
PLANSPONSOR - October/November 2018 - 39
PLANSPONSOR - October/November 2018 - 2018 DC Survey: Plan Benchmarking
PLANSPONSOR - October/November 2018 - 41
PLANSPONSOR - October/November 2018 - 42
PLANSPONSOR - October/November 2018 - 43
PLANSPONSOR - October/November 2018 - 44
PLANSPONSOR - October/November 2018 - 45
PLANSPONSOR - October/November 2018 - 46
PLANSPONSOR - October/November 2018 - 47
PLANSPONSOR - October/November 2018 - 48
PLANSPONSOR - October/November 2018 - 49
PLANSPONSOR - October/November 2018 - 50
PLANSPONSOR - October/November 2018 - 51
PLANSPONSOR - October/November 2018 - 52
PLANSPONSOR - October/November 2018 - 53
PLANSPONSOR - October/November 2018 - Operational Loan Failures
PLANSPONSOR - October/November 2018 - 55
PLANSPONSOR - October/November 2018 - 56
PLANSPONSOR - October/November 2018 - 57
PLANSPONSOR - October/November 2018 - Looking Beyond Performance
PLANSPONSOR - October/November 2018 - 59
PLANSPONSOR - October/November 2018 - 60
PLANSPONSOR - October/November 2018 - 61
PLANSPONSOR - October/November 2018 - Staying Ahead of Inflation
PLANSPONSOR - October/November 2018 - 63
PLANSPONSOR - October/November 2018 - Private Market Investing
PLANSPONSOR - October/November 2018 - 65
PLANSPONSOR - October/November 2018 - Income Disruptions
PLANSPONSOR - October/November 2018 - 67
PLANSPONSOR - October/November 2018 - 68
PLANSPONSOR - October/November 2018 - 69
PLANSPONSOR - October/November 2018 - 70
PLANSPONSOR - October/November 2018 - 71
PLANSPONSOR - October/November 2018 - 72
PLANSPONSOR - October/November 2018 - C3
PLANSPONSOR - October/November 2018 - C4
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