COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN Investment Options
Available Funds in COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN
Below is the lineup of investment options available to participants in COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Description |
|---|
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A |
| The Standard Stable Asset Value Fund N/A |
| TIAA and CREF TIAA Traditional Benefit-Responsive N/A |
| Schwab Schwab S&P 500 Index Fund N/A |
| Invesco QQQ Trust N/A |
| Vanguard Value Index Adm N/A |
| Fidelity Mid Cap Index N/A |
| Fidelity International Index N/A |
| BlackRock Advantage CoreAlpha Bond K N/A |
| Lord Abbett Bond Debenture R6 N/A |
| Nuveen Lifecycle Index 2025 R6 N/A |
| Nuveen Lifecycle Index 2030 R6 N/A |
| Nuveen Lifecycle Index 2035 R6 N/A |
| Nuveen Lifecycle Index 2040 R6 N/A |
| Nuveen Lifecycle Index 2045 R6 N/A |
| Nuveen Lifecycle Index 2050 R6 N/A |
| Nuveen Lifecycle Index 2055 R6 N/A |
| Nuveen Lifecycle Index 2060 R6 N/A |
| Nuveen Lifecycle Index 2065 R6 N/A |
| SPDR SPDR Portfolio S&P 600 Small Cap ETF N/A |
| TIAA and CREF CREF Growth R1 N/A |
| TIAA and CREF CREF Stock R1 N/A |
| TIAA and CREF CREF Equity Index R1 N/A |
| TIAA and CREF CREF Global Equities R1 N/A |
| TIAA and CREF CREF Social Choice R1 N/A |
| TIAA and CREF CREF Inflation-Linked Bond R1 N/A |
| TIAA and CREF TIAA Access T-C Bond Plus T4 N/A |
| TIAA and CREF TIAA Access T-C Equity Idx T4 N/A |
| TIAA and CREF TIAA Access T-C Core Equity T4 N/A |
| TIAA and CREF TIAA Access T-C Intl Equity T4 N/A |
| TIAA and CREF TIAA Access T-C Lrg Cap Gr T4 N/A |
| TIAA and CREF TIAA Access T-C Lrg Cap Val T4 N/A |
| TIAA and CREF TIAA Access T-C Lgcp Res Eq T4 N/A |
| TIAA and CREF TIAA Access T-C LifCyc 2020 T4 N/A |
| TIAA and CREF TIAA Access T-C LifCyc 2025 T4 N/A |
| TIAA and CREF TIAA Access T-C LifCyc 2035 T4 N/A |
| TIAA and CREF TIAA Access T-C LifCyc 2040 T4 N/A |
| TIAA and CREF TIAA Access T-C LifCyc 2045 T4 N/A |
| TIAA and CREF TIAA Access T-C Mid Cap Grw T4 N/A |
| TIAA and CREF TIAA Access T-C Mid Cap Val T4 N/A |
| TIAA and CREF TIAA Access T-C Rl Est Sec T4 N/A |
| TIAA and CREF TIAA Access T-C Sm Cp Bl Ix T4 N/A |
| TIAA and CREF TIAA Access T-C Sml Cap Eq T4 N/A |
| TIAA and CREF CREF Core Bond R1 N/A |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| Vanguard |
| Fidelity |
| BlackRock |
| Standard Stable |
| Lord Abbett |
| TIAA Cref |
| TIAA Investments |
| Outside Asset – TIAA Guaranteed |
| Participant's Loan Account |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
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