NAPA Net - Polling Places 102315

What, if anything, are your plan sponsor clients doing with TDFs?

A new survey finds that about 1 in 10 plan sponsors replaced their target date fund/balanced fund manager in 2014, while the proportion of plans that offer their record keeper’s proprietary TDF declined “precipitously.”

What's going on with the plans you work with? ALL ANSWERS/RESPONSES ARE ANONYMOUS...

Question Title

* 1. What size plans do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

Question Title

* 2. How many of your plan sponsor clients have the recordkeeper’s proprietary target-date fund offering on their menu (choose the answer that best approximates your situation)?

All of them

25% of them

Half of them

75% of them

Don't know/not sure

Other (please specify)

Question Title

* 3. How does that compare with the situation five years ago?

Pretty much the same

It’s changed, but gradually.

"Precipitously" pretty much sums it up.

Other (please specify)

Question Title

* 4. What has been the primary driver behind that change (if any)?

Fund performance

Fund cost

Your recommendation

Availability of other options (custom target-date funds)

No such change observed

Other

Question Title

* 5. Is this a trend, or do you think it has pretty well played out?

Haven't yet seen it as a trend

Yes, a trend - and one that I expect will continue

A trend, but I think it has pretty well played out

Not seeing it - don't think it will "take" among the plans I work with

Other (please specify)

NAPA Net - Polling Places 102315

What, if anything, are your plan sponsor clients doing with TDFs?

Question Title

* 1. What size plans do you PRIMARILY work with?

Question Title

* 2. How many of your plan sponsor clients have the recordkeeper’s proprietary target-date fund offering on their menu (choose the answer that best approximates your situation)?

Question Title

* 3. How does that compare with the situation five years ago?

Question Title

* 4. What has been the primary driver behind that change (if any)?

Question Title

* 5. Is this a trend, or do you think it has pretty well played out?

Question Title

* 6. Comments on MLB, the MLB playoffs, the World Series, the team(s) you'd most like (or hate) to see win, or sports in general?

Question Title

* 7. Suggestions for future survey questions?