PLANADVISER - September/October 2017 - 56

2017 TARGET-DATE FUND
BUYER'S GUIDE
OVERVIEW
continued
NUMBER
PROVIDER TARGET-DATE SERIES NAME
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
PIMCO LLC PIMCO RealPath Blend
Principal Global Investments Principal LifeTime Funds
Principal Global Investments Principal LifeTime Hybrid CITs
Principal Global Investments Principal LifeTime Hybrid Funds
Putnam Putnam RetirementReady Funds
Putnam Putnam Retirement Advantage Funds
Russell Investment Mgmt LifePoints®
Schwab Schwab Index Retirement Trust Funds®
OF FUNDS
IN SERIES
10
12
12
12
11
9
Institutional Target Date Strategy 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)
TIAA TIAA-CREF Lifecycle
TIAA TIAA-CREF Lifecycle Index
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
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
12
12
11
10
10
10
11
12
11
11
11
11
12
12
11
13
13
13
12
6
12
12
10
10
10
10
11
12
12
DELIVERY
VEHICLE
MF
CIT
CIT
CIT
MF
MF
MF
CIT
MF
MF
CIT
CIT
CIT
CIT
MF
MF
CIT
MF
MF
MF
MF
MF
MF
CIT
MF
MF
MF
CIT
VP
VP
MF
CIT
MF
CIT
MF
VEHICLES
MF
CIT
CIT
CIT
MF, ETF
MF
MF
SA, MF, CIT
MF
MF
CIT
CIT
MF, CIT
MF, CIT
MF
ETF, MF
CIT
MF, ETF
MF, LP* *
MF
ETF
MF
MF
CIT
MF
MF, ETF
MF
MF
MF, ETF
MF, ETF
MF, ETF
CIT, ETF
MF, ETF
CIT
MF
FUND
MANAGEMENT
APPROACH
Active
Passive
Passive
Passive
Hybrid
Hybrid
Hybrid
Hybrid
Hybrid
Active
Active
Active/Passive
Passive
Active/Passive
Active/Passive
Passive
Index
Index
Active
Passive
Hybrid
Active
Active
Active
Active
Hybrid
Index
Index
Passive
Hybrid
Hybrid
Hybrid
Active
Passive
Passive
MF = Mutual fund; CIT = Collective investment trust; ETF = Exchange-traded fund; SA = Separate account; VP = Variable portfolio; R = Not reported.
** Limited partnership
56 | planadviser.com september-october 2017
UNDERLYING FUNDS

http://www.planadviser.com

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
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