Investment options of THE ATHENIAN SCHOOL 403(B) PLAN
Total Available Funds: 105
| Investment Description |
|---|
| CREF Stock R1 Registered Investment Company |
| CREF Social Choice R1 Registered Investment Company |
| CREF Global Equities R1 Registered Investment Company |
| CREF Growth R1 Registered Investment Company |
| CREF Equity Index R1 Registered Investment Company |
| CREF Inflation-Linked Bond R1 Registered Investment Company |
| TIAA Access Core Bond Plus T4 Registered Investment Company |
| TIAA Access Core Bond T4 Registered Investment Company |
| TIAA Access Equity Index T4 Registered Investment Company |
| TIAA Access Core Equity T4 Registered Investment Company |
| TIAA Access Inflation-Linked Bond Registered Investment Company |
| TIAA Access Inflation Equity T4 Registered Investment Company |
| TIAA Access Large-Cap Growth T4 Registered Investment Company |
| TIAA Access Large-Cap Value T4 Registered Investment Company |
| TIAA Access Lifecycle 2015 T4 Registered Investment Company |
| TIAA Access Lifecycle 2030 T4 Registered Investment Company |
| TIAA Access Lifecycle 2035 T4 Registered Investment Company |
| TIAA Access Lifecycle 2040 T4 Registered Investment Company |
| TIAA Access Lifecycle 2045 T4 Registered Investment Company |
| TIAA Access Lifecycle 2050 T4 Registered Investment Company |
| TIAA Access Mid-Cap Growth T4 Registered Investment Company |
| TIAA Access Mid-Cap Value T4 Registered Investment Company |
| TIAA Access Small-Cap Blend Registered Investment Company |
| TIAA Access Quant Small-Cap Registered Investment Company |
| TIAA Access Large-Cap Res Registered Investment Company |
| CREF Core Bond R1 Registered Investment Company |
| Nuveen S&P 500 Index-Retirement Registered Investment Company |
| Nuveen Small-Cap Blend Index- Registered Investment Company |
| Cohen & Steers Realty Shares Registered Investment Company |
| PGIM Jennison Small Company A Registered Investment Company |
| T. Rowe Price Growth Stock Adv Registered Investment Company |
| AF American Balanced Fund R4 Registered Investment Company |
| AF Euro Pacific Growth Fund R4 Registered Investment Company |
| Baird Short-Term Bond Fund Inv Registered Investment Company |
| PGIM Jennison Growth A Registered Investment Company |
| American Funds 2020 Tar Ret R6 Registered Investment Company |
| American Funds 2025 Tar Ret R6 Registered Investment Company |
| American Funds 2030 Tar Ret R6 Registered Investment Company |
| American Funds 2035 Tar Ret R6 Registered Investment Company |
| American Funds 2040 Tar Ret R6 Registered Investment Company |
| American Funds 2045 Tar Ret R6 Registered Investment Company |
| American Funds 2050 Tar Ret R6 Registered Investment Company |
| American Funds 2055 Tar Ret R6 Registered Investment Company |
| American Funds 2060 Tar Ret R6 Registered Investment Company |
| American Funds 2065 Tar Ret R6 Registered Investment Company |
| American Funds New World R6 Registered Investment Company |
| JPMorgan Small Cap Equity R6 Registered Investment Company |
| Putnam Global Income Trust R6 Registered Investment Company |
| Putnam Large Cap Value Fund R6 Registered Investment Company |
| Vanguard Mid-Cap Idx Adm Registered Investment Company |
| investment companies |
| through March 2029 |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities CREF Stock R1 |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 |
| College Retirement Equities Fund variable annuities CREF Growth R1 |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Bond T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2015 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 |
| College Retirement Equities Fund variable annuities Nuveen S&P 500 Index Retire |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx Rtmt |
| College Retirement Equities Fund variable annuities Cohen & Steers Realty Shares |
| College Retirement Equities Fund variable annuities PGIM Jennison Small Company A |
| College Retirement Equities Fund variable annuities T. Rowe Price Growth Stock Adv |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm |
| College Retirement Equities Fund variable annuities AF American Balanced Fund R4 |
| College Retirement Equities Fund variable annuities AF EuroPacific Growth Fund R4 |
| College Retirement Equities Fund variable annuities Putnam Large Cap Value Fund R6 |
| College Retirement Equities Fund variable annuities Baird Short Term Bond Fund Inv |
| College Retirement Equities Fund variable annuities Putnam Global Income Trust R6 |
| College Retirement Equities Fund variable annuities American Fds 2025 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2030 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2035 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2040 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2045 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2050 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2055 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Fds 2060 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Funds 2065 Tar Ret R6 |
| College Retirement Equities Fund variable annuities American Funds New World R6 |
| College Retirement Equities Fund variable annuities American Fds 2020 Tar Ret R6 |
| College Retirement Equities Fund variable annuities JPMorgan Small Cap Equity R6 |
| College Retirement Equities Fund variable annuities PGIM Jennison Growth A |
Investment model portfolios
We provide two types of investment model portfolios for THE ATHENIAN SCHOOL 403(B) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for THE ATHENIAN SCHOOL 403(B) PLAN