2019 PLANSPONSOR Target-Date Fund Survey

Published September-October 2019, the PLANSPONSOR Target-Date Fund Survey is now available in PDF,(Consisting of 6 pages)

Data for the 2019 PLANSPONSOR Target-Date Fund (TDF) Survey was collected in this year’s second quarter. PLANSPONSOR editors contacted investment managers and providers for their most up-to-date data on their target-date investment products available for use in defined contribution (DC) plans.

The submitted data reveals details about target-date products representing an estimated $1.8 trillion as of June 30. Information about the products listed was provided directly to PLANSPONSOR. Additional data may appear in the full, online survey.

Product descriptions are as of the June 30 survey deadline and are subject to change; plan sponsors may contact providers directly for further information. The list of funds on the pages that follow is not exhaustive. Information was collected on a best-efforts basis. We extend our appreciation to the various providers included for generously supplying their target-date product information.

For bulk copy information and pricing, or for other questions, please contact Michelle Judkins at +1 203 595 3276 or michelle.judkins@issgovernance.com