PLANADVISER - May/June 2018 - 34

2018
DCIO
Providers
Continued
TOTAL DCIO ASSETS ($mm)
Q1 2018
Year ending 12/31/2017
Year ending 12/31/2016
Total DCIO funds
TOP DCIO FUND
Fund name
$22,399
$21,533
$19,977
21
Core Plus
Bond Fund
$4,964
$5,364
$9,621
29
Retirement
Target
Collective
Trust1
Fund assets ($mm)
Portfolio manager
$2,771
P. Palfrey, R.
Raczkowski
$925
Global
Core Team
$31,984
$28,208
$23,000
40
MassMutual
Select Mid
Cap Growth
Fund
$6,444
B. Berghuis,
S. Knightly,
C. Scarpa
$15,440
S. Gorham
$1,626
D. Lynch
$6,526
D. Herro,
M. Manelli
$66,239
$67,832
$55,054
60
$9,146
$9,621
$8,208
35
MFS Value MSIF Growth
Portfolio
$34,296
$34,829
$33,867
52
Oakmark
International
$18,327
$18,812
$17,142
40
Neuberger
Berman
Genesis Fund
$6,032
J. Vale,
R. D'Alelio
$488,244
$490,263
$445,371
117
TIAA-CREF
Lifecycle
Series
$31,083
H. Erickson,
J. Cunniff
$48,113
$48,317
$40,641
70
Developing
Mkts Fund/
Emerging
Mkts Equity
Strategy
$13,251
J. Leverenz
Start date
2003
Number of TDF series
DCIO ASSET BREAKDOWN2
Mutual funds
Collective investment trusts
Separate accounts
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation4
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RK5
SELLING AGREEMENTS
47%
23%
30%
34%
66%
0%
0%
100%/0%
2015 2000, 2010
3
30%
33%
37%
12%
11%
0%
77%
100%/0%
4
7
3
3
1
3
3
57
1Manning & Napier Retirement Target Collective Investment Trust Funds. 2
34 | planadviser.com may-june 2018
35
2
100%
0%
0%
70%
10%
1%
19%
85%/15%
4
1
3
3
3
3
50
34
valued CITs. Included in the " Separate " account information are sub-advised separate accounts dedicated to retirement assets. " 4
5Recordkeeper.
3
35
DCIO asset breakdown does not include " other " categories. 3
36
79
The assets are commingled pools, not daily
Asset allocation (target-date, target-risk, balanced).
2001
1
82%
7%
11%
81%
4%
0%
15%
100%/0%
15
4
1998
64%
18%3
18%
97%
2%
1%
0%
100%/0%
14
9
1992 1994, 1997
1
95%
5%
0%
55%
28%
0%
17%
100%/0%
8
4
3
56%
3%
41%
67%
33%
0%
0%
100%/0%
8
18
2006
2
77%
16%
7%
75%
7%
0%
18%
90%/10%
14
5
3
3
3
3
62
2007
94%
2%
4%
82%
7%
2%
5%
100%/0%
18
4
Loomis, Sayles & Co., L.P.
Manning & Napier Advisors, LLC
MassMutual Funds
MFS Investment Management
Morgan Stanley Investment
Management
Natixis
Neuberger Berman
Nuveen
OppenheimerFunds

http://www.planadviserdigital.com/planadviser/may_june_2018/TrackLink.action?pageName=34&exitLink=http%3A%2F%2Fplanadviser.com

PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
PLANADVISER - May/June 2018 - 1
PLANADVISER - May/June 2018 - 2
PLANADVISER - May/June 2018 - 3
PLANADVISER - May/June 2018 - 4
PLANADVISER - May/June 2018 - 5
PLANADVISER - May/June 2018 - 6
PLANADVISER - May/June 2018 - 7
PLANADVISER - May/June 2018 - 8
PLANADVISER - May/June 2018 - 9
PLANADVISER - May/June 2018 - 10
PLANADVISER - May/June 2018 - 11
PLANADVISER - May/June 2018 - 12
PLANADVISER - May/June 2018 - 13
PLANADVISER - May/June 2018 - 14
PLANADVISER - May/June 2018 - 15
PLANADVISER - May/June 2018 - 16
PLANADVISER - May/June 2018 - 17
PLANADVISER - May/June 2018 - 18
PLANADVISER - May/June 2018 - 19
PLANADVISER - May/June 2018 - 20
PLANADVISER - May/June 2018 - 21
PLANADVISER - May/June 2018 - 22
PLANADVISER - May/June 2018 - 23
PLANADVISER - May/June 2018 - 24
PLANADVISER - May/June 2018 - 25
PLANADVISER - May/June 2018 - 26
PLANADVISER - May/June 2018 - 27
PLANADVISER - May/June 2018 - 28
PLANADVISER - May/June 2018 - 29
PLANADVISER - May/June 2018 - 30
PLANADVISER - May/June 2018 - 31
PLANADVISER - May/June 2018 - 32
PLANADVISER - May/June 2018 - 33
PLANADVISER - May/June 2018 - 34
PLANADVISER - May/June 2018 - 35
PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
PLANADVISER - May/June 2018 - 38
PLANADVISER - May/June 2018 - 39
PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com