TIAA_Color footer

About Target Income Portfolios

Lower fees, reduced risks and better outcomes.

flexPATH

Risk-based
Glidepaths

 

Fiduciary to glidepath creation and asset allocation

Largest provider of multiple-glidepath target date funds in the industry

Fastest growing target date fund manager with over $36 billion in AUM

Multiple glidepaths allow participants to customize the amount of equity risk they want to assume as retirement nears

TIAA

Platform Provider

 

Custom portfolios built on TIAA’s managed account platform

Replaces bond allocations with guaranteed monthly returns from TIAA’s Traditional Annuity

Long-term investors are eligible to receive higher annuity payout rates

Incorporates automatic portfolio adjustments to avoid duplicating legacy annuity balances

flexPATH

Fiduciary to Underlying Fund Selection

 

BlackRock
StateSt
CharlesSchwab

TIAA-2

Discover Your PATH to Retirement

The Discover Your PATH tool is designed to measure your need to take investment risk, based on your projected savings at retirement. Risk tolerance is a combination of both desire and need to take investment risk. Many investors have an intuitive understanding of their desire to take investment risk, but may need a helping hand to better understand their need to take investment risk. Generally, investors who are on track for retirement can afford to de-risk and invest more conservatively to emphasize stability of their hard earned assets. On the other hand, investors who are behind saving for retirement may need to invest more aggressively to emphasize growth, and/or begin saving more in order to make up for a shortfall of current savings.

Discover Your PATH

flexPATH-DYP-Image3
flexPATH_LineGraph
flexPATH_PieCharts

Target Income Portfolios Glidepaths

The glidepath needs of all plan participants are addressed with the availability of a conservative, moderate and aggressive glidepath.

After selecting the closest year (2025, 2035, 2045,  2055, or 2065) in which you expect to retire, consider both your comfort with risk as well as the amount of risk needed to accomplish your retirement goals when selecting the most appropriate retirement PATH.

Fund Fact Sheets

Target Income Conservative Retirement Fund
Class I
Target Income Conservative 2025 Fund Class I
Target Income Conservative 2035 Fund Class I
Target Income Conservative 2045 Fund Class I
Target Income Conservative 2055 Fund
Class I
Target Income Moderate Retirement Fund Class I
Target Income Moderate 2025 Fund Class I
Target Income Moderate 2035 Fund Class I
Target Income Moderate 2045 Fund Class I
Target Income Moderate 2055 Fund Class I
Target Income Aggressive Retirement Fund Class I
Target Income Aggressive 2025 Fund Class I
Target Income Aggressive 2035 Fund Class I
Target Income Aggressive 2045 Fund Class I
Target Income Aggressive 2055 Fund Class I