PLANSPONSOR - September 2017 - 43

ATTRIBUTES
UNAFFILIATED MANAGERS
FUND
TACTICAL GLIDE
PATH DEVIATION
No
No
No
Yes, 5%
No
No
No
No
Yes, 15%
Yes, 15%
Yes, 3%
No
No
No
No
No
No
Yes, 5%
No
No
Yes, 5%-10%
Yes, 5%-10%
Yes, 5%-10%
Yes, 5%-10%
Yes, 10%
No
No
Yes, 6%
Yes, 6%
Yes, 6%
Yes, 6%
Yes, 10%
No
LANDING
POINT
16 YATD
16 YATD
16 YATD
16 YATD
20 YATD
At TD
15 YATD
15 YATD
15 YATD
At TD
At TD
At TD
20 YATD
20 YATD
20 YATD
20 YATD
5 YATD
5 YATD
10 YATD
10 YATD
10 YATD
30 YATD
30 YATD
30 YATD
30 YATD
At TD
7 YATD
7 YATD
At TD
At TD
At TD
At TD
Yes, 15%; -75% 10 YATD
10 YATD
10 YATD
FEATURES
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
No
No
No
No
Yes
No
No
Yes
Yes
Yes
Yes
No
Yes
No
% OF
ASSETS
MANAGED
LARGEST
LARGEST
% OF
ASSETS
ASSETS UNDER MANAGEMENT
YEAR END
2015
($mm)
2,076
324
93%
70.3%
47%
32%
32%
BlackRock
Vanguard
Mellon Capital
Mellon Capital
Mellon Capital
89%
70%
6%
20%
22%
2,100
1,622
28
26,325
23,190
245
575
1
87%
100%
100%
37%
BlackRock
BNY Mellon
BNY Mellon
BlackRock
32%
72%-86%
1,216
1,094
17%-35% 10,034
0%-9%
3,209
R
22,907
236
100%
Vanguard
36%
20,675
4,630
170
134,374
298
23,008
838
43%
MFS Investment Management
10%
3,744
13%
52%
61%
69%
100%
BlackRock
T. Rowe Price
BlackRock
BlackRock
SSGA
4%
9%
14%
31%
96%
225,000
133,000
1,654
3,332
10
1,596
53
3,485
15,079
YATD = years after target date; YBTD = years before target date.
YEAR END
2016
($mm)
2,338
351
2,600
1,767
43
R
R
R
828
2,100
1,359
1,691
10,341
3,403
49
30,552
1,259
24,348
6,990
488
142,613
7,135
29,104
1,145
3,895
280,000
170,000
2,214
3,080
22
1,538
58
4,477
9,413
Q2 2017
($mm)
2,818
425
3
1,796
189
26,983
28,245
512
958
2,600
1,267
2,055
11,298
3,708
177
35,875
2,968
27,675
9,275
601
151,135
12,379
38,323
1,348
4,212
331,000
209,000
2,927
3,136
27
1,790
65
4,990
7,658
PLANSPONSOR.com September 2017 43

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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
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PLANSPONSOR - September 2017 - 4
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PLANSPONSOR - September 2017 - 6
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PLANSPONSOR - September 2017 - 20
PLANSPONSOR - September 2017 - 21
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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
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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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