PLANADVISER - May/June 2018 - 35

$79,340
$79,625
$71,726
80
Prudential
Total Return
Bond/
Core Plus
$18,600
M. Collins,
R. Tipp,
R. Piccirillo,
G. Peters
$32,440
S. Mather,
M. Kiesel,
M. Worah
$2,378
$6,397
W. Nolin S.A. Horner,
D.W. Kohli
$113,320
$115,051
$108,707
131
PIMCO Total
Return Fund
$13,786
$13,792
$12,254
57
MidCap
Fund
$19,795
$19,465
$17,543
81
Putnam
Stable Value
Fund
$37,199
$36,919
$34,129
63
LifePoints©
Institutional
Target Date
Strategy
Funds
$2,000
B. Meath,
R. Balkema
$88,969
Team
managed
$356,953
$363,380
$296,494
70
S&P 500
T. Rowe
Price
Retirement
Date Funds
$226,352
J. Clark
$324,000
$311,736
$249,655
$643,339
$634,469
$485,399
315
Inst Index
Fund
Inst Plus
$90,986
D. Butler,
M. Louie
$6,269
$6,575
$6,818
71
Ceredex
Large Cap
Value Fund
$1,770
M. Riddick
$43,418
$43,713
$38,651
45
Voya
Intermediate
Bond
$883
M. Toms
$18,674
$17,977
$17,982
43
Growth
Equity
$122,703
$123,364
$135,039
105
Wells Fargo
Stable Return
Fund
$2,408
A. J.
Schilling
$27,221
Team
managed
2009, 2002,
2012, 2014
4
32%
49%
19%
27%
70%
0%
3%
2014
2
64%
3%
33%
2%
73%
20%
5%
2000 2002, 2004 2014, 2016
2
83%
17%
0%
59%
14%
0%
27%
2
41%
52%
7%
27%
6%
35%
32%
1
5%
95%
0%
43%
40%
1%
16%
2005
3
3%
67%
30%
69%
9%
1%
21%
2002
3
63%
18%
19%
51%
2%
3%
44%
1997
6
61%
28%
11%
74%
24%
2%
0%
1995
10
99%
1%
0%
79%
20%
0%
1%
2010
10
34%
23%
28%
2000
1
0%
40%
60%
65%
22%
0%
13%
93%/7% 100%/0% 84%/16% 98%/2% 77%/23% 1%/99% 99%/1% 21%/79% 100%/0% 100%/0% 100%/0%
6
5
9
3
7
5
3
3
3
55
3
3
3
3
50
3
50
11
10
3
3
3
28
10
15
8
5
3
3
3
32
50
3
3
24
6
62
60
61
11
3
3
3
36
45
25
43
3
3
9
4
3
1985
3
27%
33%
41%
11%
8%
73%
8%
92%/8%
14
30
planadviser.com may-june 2018 | 35
PGIM Investments
PIMCO
Principal Global Investors
Putnam
Russell Investments
State Street Global Advisors
T. Rowe Price
Vanguard
Virtus
Voya
Wellington Management
Company LLP
Wells Fargo Asset
Management

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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
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