PLANADVISER - September/October 2017 - 55

ATTRIBUTES
UNAFFILIATED MANAGERS
FUND
TACTICAL GLIDE
PATH DEVIATION
Yes, 10%
Yes, 10%
Yes, 30%
Yes, 30%
No
No
Yes, 5%
Yes, 10%
No
No
No
No
Yes, 10%
Yes, 10%
Yes, 10%
No
Yes, 10%
Yes, 10%
No
No
No
No
No
No
Yes
Yes, 10%
Yes, 10%
Yes, 10%
Yes, 5%-20%
Yes, 5%-20%
Yes, 5%-20%
Yes, 5%-20%
Yes, 5%-20%
Yes, -5%
LANDING
POINT
15 YATD
15 YATD
5 YATD
5 YATD
At TD
At TD
30 YATD
At TD
At TD
At TD
5 YATD
10 YATD
10-19 TD
10-19 TD
10-19 TD
10-19 TD
10-19 TD
10-19 TD
At TD
20 YATD
20 YATD
20 YATD
20 YATD
20 YATD
10 YBTD
At TD
20 YATD
At TD
20 YATD
At TD
At TD
At TD
At TD
At TD
15 YATD
FEATURES
Yes
Yes
Yes
Yes
No
No
No
No
No
No
Yes
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
% OF
ASSETS
MANAGED
70%
70%
10%
10%
LARGEST
SSGA
Various ETFs
Vanguard
Vanguard
LARGEST
% OF
ASSETS
37%
20%
8%
4%
ASSETS UNDER MANAGEMENT
YEAR END
2015
($mm)
458
28
368
14,630
10,579
35,000
2,200
97,200
200
100%
BlackRock
50%
428
18
5,321
8,294
17,661
100%
50%
100%
50%
100%
100%
6.32%
51%
50%
51%
Yes (Index) 56.7-81.4%
Yes (TIPS)
Yes (TIPS)
Yes (TIPS)
0.2-2.5%
0.2-2.5%
0.2-2.5%
Yes (Index) 32.7-72.5%
74%
Yes
YATD = years after target date; YBTD = years before target date.
planadviser.com september-october 2017 | 55
BlackRock iShares
Loomis Sayles
BlackRock
MFS
BlackRock
BlackRock
Northern Trust
Vanguard
Vanguard
T. Rowe Price
iShares
Northern Trust
Northern Trust
iShares
Northern Trust
Northern Trust
42%
6%
37%
7%
45%
42%
6%
36%
35%
13%
~0.5% varies
~0.5% varies
~0.5% varies
~0.5% varies
~0.5% varies
42%
150,640
13,429
1,649
195
774
140
5,090
144
604
473
342
581
7,279
7,545
878
1,186
9,953
36,696
8,018
2,229
YEAR END
2016
($mm)
316
536
169
378
17,022
2,977
54,000
1,700
120,300
100
526
323
8,339
12,168
17,035
158,704
17,119
1,664
233
673
158
5,418
153
679
549
262
980
8,006
7,334
1,113
3,333
11,901
43,658
10,644
2,346
Q2 2017
($mm)
333
637
200
419
18,259
3,746
70,000
1,500
143,600
200
595
491
8,772
16,875
17,513
171,091
19,926
1,797
248
680
165
5,881
191
762
575
247
1,109
8,212
7,556
2,270
4,495
12,798
47,103
13,857
2,421

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PLANADVISER - September/October 2017

Table of Contents for the Digital Edition of PLANADVISER - September/October 2017

Onboarding New Clients
2017 Retirement Plan Adviser Survey
A Focus on the TDK Market
Reharvesting
Annuities in DC Plans
Keeping Them Happy
Laden With Student Debt
When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - Cover1
PLANADVISER - September/October 2017 - Cover2
PLANADVISER - September/October 2017 - 1
PLANADVISER - September/October 2017 - 2
PLANADVISER - September/October 2017 - 3
PLANADVISER - September/October 2017 - 4
PLANADVISER - September/October 2017 - 5
PLANADVISER - September/October 2017 - 6
PLANADVISER - September/October 2017 - 7
PLANADVISER - September/October 2017 - 8
PLANADVISER - September/October 2017 - 9
PLANADVISER - September/October 2017 - 10
PLANADVISER - September/October 2017 - 11
PLANADVISER - September/October 2017 - 12
PLANADVISER - September/October 2017 - 13
PLANADVISER - September/October 2017 - 14
PLANADVISER - September/October 2017 - 15
PLANADVISER - September/October 2017 - 16
PLANADVISER - September/October 2017 - 17
PLANADVISER - September/October 2017 - 18
PLANADVISER - September/October 2017 - 19
PLANADVISER - September/October 2017 - 20
PLANADVISER - September/October 2017 - 21
PLANADVISER - September/October 2017 - 22
PLANADVISER - September/October 2017 - 23
PLANADVISER - September/October 2017 - 24
PLANADVISER - September/October 2017 - 25
PLANADVISER - September/October 2017 - 26
PLANADVISER - September/October 2017 - 27
PLANADVISER - September/October 2017 - 28
PLANADVISER - September/October 2017 - 29
PLANADVISER - September/October 2017 - Onboarding New Clients
PLANADVISER - September/October 2017 - 31
PLANADVISER - September/October 2017 - 32
PLANADVISER - September/October 2017 - 33
PLANADVISER - September/October 2017 - 34
PLANADVISER - September/October 2017 - 35
PLANADVISER - September/October 2017 - 2017 Retirement Plan Adviser Survey
PLANADVISER - September/October 2017 - 37
PLANADVISER - September/October 2017 - 38
PLANADVISER - September/October 2017 - 39
PLANADVISER - September/October 2017 - 40
PLANADVISER - September/October 2017 - 41
PLANADVISER - September/October 2017 - 42
PLANADVISER - September/October 2017 - 43
PLANADVISER - September/October 2017 - 44
PLANADVISER - September/October 2017 - 45
PLANADVISER - September/October 2017 - 46
PLANADVISER - September/October 2017 - 47
PLANADVISER - September/October 2017 - A Focus on the TDK Market
PLANADVISER - September/October 2017 - 49
PLANADVISER - September/October 2017 - 50
PLANADVISER - September/October 2017 - 51
PLANADVISER - September/October 2017 - 52
PLANADVISER - September/October 2017 - 53
PLANADVISER - September/October 2017 - 54
PLANADVISER - September/October 2017 - 55
PLANADVISER - September/October 2017 - 56
PLANADVISER - September/October 2017 - 57
PLANADVISER - September/October 2017 - Reharvesting
PLANADVISER - September/October 2017 - 59
PLANADVISER - September/October 2017 - 60
PLANADVISER - September/October 2017 - 61
PLANADVISER - September/October 2017 - Annuities in DC Plans
PLANADVISER - September/October 2017 - 63
PLANADVISER - September/October 2017 - 64
PLANADVISER - September/October 2017 - 65
PLANADVISER - September/October 2017 - Keeping Them Happy
PLANADVISER - September/October 2017 - 67
PLANADVISER - September/October 2017 - Laden With Student Debt
PLANADVISER - September/October 2017 - 69
PLANADVISER - September/October 2017 - When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - 71
PLANADVISER - September/October 2017 - 72
PLANADVISER - September/October 2017 - Cover3
PLANADVISER - September/October 2017 - Cover4
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