RESEARCH | September 27, 2017

2017
PLANSONSOR Target-Date Fund Buyer’s Guide

Our guide to the size, scope and design of target-date
options

Reported by PLANADVISER | Art by JooHee Yoon

TDF Providers

List of Providers
AllianceBernstein Multi-Manager Retirement Trusts
AllianceBernstein Multi-Manager Select Retirement Trusts
Allianz Global Investors AllianzGI Dynamic Retirement Series
Allianz Global Investors AllianzGI Retirement Series
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 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 Freedon 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
JP Morgan JP Morgan 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
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
Northern Trust Focus Funds
Nuveen TIAA-CREF Lifecycle Funds
Nuveen TIAA-CREF Lifecycle Index Funds
PIMCO PIMCO RealPath Blend
Principal Principal LIfeTime Funds
Principal Principal LIfeTime Hybrid CITs
Principal Principal LifeTime Hybrid Funds
Prudential Day One Funds CITs
Prudential Day One Funds Mutual Funds
Prudential Day One IncomeFlex Separate Accounts
Prudential Day One Separate Accounts
Putnam Putnam RetirementReady Funds
Putnam Putnam Retirement Advantage Funds
Russell Investment Management LifePoints Institutional Target Date Strategy Funds
Schwab Schwab Index Retirement Trust 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)
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 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