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?

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?

1. What size plans do you PRIMARILY work with?

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)?

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

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

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

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?

7. Suggestions for future survey questions?