PLANSPONSOR - September 2017 - 42

2017 TARGET-DATE FUND
BUYER'S GUIDE continued
OVERVIEW
NUMBER
PROVIDER TARGET-DATE SERIES NAME
MFS Funds MFS Lifetime Funds
Morningstar Morningstar Lifetime Index Conservative Funds
Morningstar Morningstar Lifetime Index Growth Funds
Morningstar Morningstar Lifetime Index Moderate Funds
Nationwide Nationwide Target Destination
PIMCO LLC PIMCO RealPath Blend
Principal Global Investments Principal LifeTime Funds
Principal Global Investments Principal LifeTime Hybrid CITs
Principal Global Investments Principal LifeTime Hybrid Funds
Putnam Putnam RetirementReady Funds
Putnam Putnam Retirement Advantage Funds
Russell Investment Management LifePoints®
Schwab Schwab Index Retirement Trust Funds®
OF FUNDS
IN SERIES
10
12
12
12
11
9
Institutional Target Date Strategy Funds
(SIRT Funds)
Schwab Schwab Managed Retirement Trust Funds™ (SMRT Funds)
Schwab Schwab Target Funds
Schwab Schwab Target Index Funds
State Street Global State Street Target Retirement Funds (CITs)
State Street Global State Street Target Retirement Funds (MFs)
TIAA TIAA-CREF Lifecycle
TIAA TIAA-CREF Lifecycle Index
Transamerica ClearTrack® Target Date Funds
T. Rowe Price Retirement Funds
T. Rowe Price Retirement I Funds
T. Rowe Price Retirement Trusts
T. Rowe Price Target Funds
USAA USAA Target Retirement Funds
Vanguard Group Target Retirement Funds
Vanguard Group Target Retirement Trusts
Voya Investments Voya Index Solution Portfolios
Voya Investments Voya Solution Portfolios
Voya Investments Voya Target Retirement Funds
Voya Investments Voya Target Solution Trusts
Wells Fargo Wells Fargo Dynamic Target Date Funds
Wells Fargo Wells Fargo Target Date Collective Funds
Wells Fargo Wells Fargo Target Date Funds
12
12
11
10
10
10
11
12
11
11
11
11
12
12
11
13
13
13
12
6
12
12
10
10
10
10
11
12
12
DELIVERY
VEHICLE
MF
CIT
CIT
CIT
MF
MF
MF
CIT
MF
MF
CIT
CIT
CIT
CIT
MF
MF
CIT
MF
MF
MF
MF
MF
MF
CIT
MF
MF
MF
CIT
VP
VP
MF
CIT
MF
CIT
MF
VEHICLES
MF
CIT
CIT
CIT
MF, ETF
MF
MF
SA, MF, CIT
MF
MF
CIT
CIT
MF, CIT
MF, CIT
MF
ETF, MF
CIT
MF, ETF
MF, LP* *
MF
ETF
MF
MF
CIT
MF
MF, ETF
MF
MF
MF, ETF
MF, ETF
MF, ETF
CIT, ETF
MF, ETF
CIT
MF
UNDERLYING FUNDS
FUND
MANAGEMENT
APPROACH
Active
Passive
Passive
Passive
Hybrid
Hybrid
Hybrid
Hybrid
Hybrid
Active
Active
Active/Passive
Passive
Active/Passive
Active/Passive
Passive
Index
Index
Active
Passive
Hybrid
Active
Active
Active
Active
Hybrid
Index
Index
Passive
Hybrid
Hybrid
Hybrid
Active
Passive
Passive
MF = Mutual fund; CIT = Collective investment trust; ETF = Exchange-traded fund; SA = Separate account; VP = Variable portfolio; R = Not reported.
** Limited partnership
42 PLANSPONSOR.com September 2017

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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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