PLANSPONSOR - September 2017 - 40

2017 TARGET-DATE FUND
BUYER'S GUIDE
OVERVIEW
NUMBER
PROVIDER TARGET-DATE SERIES NAME
AllianceBernstein Multi-Manager Retirement Trusts
AllianceBernstein Multi-Manager Select Retirement Funds
Allianz Global Investors AllianzGI Dynamic Retirement Series
Allianz Global Investors AllianzGI Retirement Funds
American Century One Choice Target Date Portfolios
American Century Retirement Date Trust
American Funds American Funds Target Date Retirement Series
BlackRock LifePath Dynamic
BlackRock LifePath Index
BlackRock LifePath Smart Beta
BMO BMO Target Retirement Funds
Callan Callan GlidePath® Funds
Dimensional Fund Advisors Dimensional Target Date Retirement Income Funds
Fidelity FIAM Index Target Date
Fidelity FIAM Target Date
Fidelity Fidelity Advisor Freedom Funds
Fidelity Fidelity Freedom Funds
Fidelity Fidelity Freedom Index Funds
Fidelity VIP Freedom Funds
Goldman Sachs Goldman Sachs Target Date Portfolios
Great-West Investments Great-West Lifetime Conservative Funds
Great-West Investments Great-West Lifetime Conservative Trusts
Great-West Investments Great-West Lifetime Funds
Great-West Investments Great-West Lifetime Index Trusts
Great-West Investments Great-West Lifetime Trusts
Great-West Investments Great-West SecureFoundation Lifetime Funds
Invesco Invesco Balanced-Risk Retirement Funds
John Hancock Investments John Hancock Multi-Index Lifetime Portfolios
John Hancock Investments John Hancock Multi-Index Preservation Portfolios
John Hancock Investments John Hancock Multimanager Lifetime Portfolios
JP Morgan JPMorgan SmartRetirement Blend Mutual Funds
JP Morgan JPMCB SmartRetirement Commingled Funds
JP Morgan JPMCB SmartRetirement DRE Commingled Funds
JP Morgan JPMorgan SmartRetirement Mutual Funds
JP Morgan JPMCB SmartRetirement Passive Blend Commingled Funds
MassMutual Retire SMART
OF FUNDS
IN SERIES
12
11
9
9
10
10
11
10
10
10
10
12
13
13
13
13
13
13
11
8
9
9
9
9
9
9
5
27
19
56
17
26
27
25
17
12
DELIVERY
VEHICLE
CIT
MF
CIT
MF
MF
CIT
MF
MF
VEHICLES
CIT, MF, ETF
MF, ETF
ETF, MF, CIT
MF, ETF
MF
CIT
MF
MF, ETF
MF, CIT, SA CIT, LPI, MF, ETF
MF
MF
CIT
MF
CIT
CIT
MF
MF
MF
MF
MF
MF
CIT
MF
CIT
CIT
MF
MF
MF
MF
MF
MF
CIT
CIT
MF
CIT
MF
MF, ETF
MF
MF, CIT
MF
CIT
CIT
MF
MF
MF
MF
MF, ETF
MF
MF, CIT
MF
MF, CIT
MF, CIT
MF
MF
MF
MF
MF
MF, ETF
CIT
CIT
MF, ETF (TIPS*)
CIT
MF
MF = Mutual fund; CIT = Collective investment trust; ETF = Exchange-traded fund; SA = Separate account; VP = Variable portfolio; R = Not reported.
*Treasury inflation-protected securities
40 PLANSPONSOR.com September 2017
UNDERLYING FUNDS
FUND
MANAGEMENT
APPROACH
Hybrid
Hybrid
Dynamic
Dynamic
Active
Active
Active
Hybrid
Index
Factor-based
Hybrid
Hybrid
Active
Index
Blended
Active
Active
Index
Active
Hybrid
Hybrid
Hybrid
Hybrid
Passive
Hybrid
Passive
Active
Passive
Passive
Active
Active/Passive
Active
Active
Active
Active/Passive

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PLANSPONSOR - September 2017

Table of Contents for the Digital Edition of PLANSPONSOR - September 2017

Harvesting the Right Facts and Figures
2017 target-Date Fund Buyer's Guide
Allocating Benefit Dollars
Keeping Money in the Plan
Strategic Timing
Rothification of DC Plans
PLANSPONSOR - September 2017 - Cover1
PLANSPONSOR - September 2017 - Cover2
PLANSPONSOR - September 2017 - 1
PLANSPONSOR - September 2017 - 2
PLANSPONSOR - September 2017 - 3
PLANSPONSOR - September 2017 - 4
PLANSPONSOR - September 2017 - 5
PLANSPONSOR - September 2017 - 6
PLANSPONSOR - September 2017 - 7
PLANSPONSOR - September 2017 - 8
PLANSPONSOR - September 2017 - 9
PLANSPONSOR - September 2017 - 10
PLANSPONSOR - September 2017 - 11
PLANSPONSOR - September 2017 - 12
PLANSPONSOR - September 2017 - 13
PLANSPONSOR - September 2017 - 14
PLANSPONSOR - September 2017 - 15
PLANSPONSOR - September 2017 - 16
PLANSPONSOR - September 2017 - 17
PLANSPONSOR - September 2017 - 18
PLANSPONSOR - September 2017 - 19
PLANSPONSOR - September 2017 - 20
PLANSPONSOR - September 2017 - 21
PLANSPONSOR - September 2017 - 22
PLANSPONSOR - September 2017 - 23
PLANSPONSOR - September 2017 - 24
PLANSPONSOR - September 2017 - 25
PLANSPONSOR - September 2017 - Harvesting the Right Facts and Figures
PLANSPONSOR - September 2017 - 27
PLANSPONSOR - September 2017 - 28
PLANSPONSOR - September 2017 - 29
PLANSPONSOR - September 2017 - 30
PLANSPONSOR - September 2017 - 31
PLANSPONSOR - September 2017 - 2017 target-Date Fund Buyer's Guide
PLANSPONSOR - September 2017 - 33
PLANSPONSOR - September 2017 - 34
PLANSPONSOR - September 2017 - 35
PLANSPONSOR - September 2017 - 36
PLANSPONSOR - September 2017 - 37
PLANSPONSOR - September 2017 - 38
PLANSPONSOR - September 2017 - 39
PLANSPONSOR - September 2017 - 40
PLANSPONSOR - September 2017 - 41
PLANSPONSOR - September 2017 - 42
PLANSPONSOR - September 2017 - 43
PLANSPONSOR - September 2017 - Allocating Benefit Dollars
PLANSPONSOR - September 2017 - 45
PLANSPONSOR - September 2017 - 46
PLANSPONSOR - September 2017 - Keeping Money in the Plan
PLANSPONSOR - September 2017 - 48
PLANSPONSOR - September 2017 - 49
PLANSPONSOR - September 2017 - Strategic Timing
PLANSPONSOR - September 2017 - 51
PLANSPONSOR - September 2017 - Rothification of DC Plans
PLANSPONSOR - September 2017 - 53
PLANSPONSOR - September 2017 - 54
PLANSPONSOR - September 2017 - 55
PLANSPONSOR - September 2017 - 56
PLANSPONSOR - September 2017 - Cover3
PLANSPONSOR - September 2017 - Cover4
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