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Target-Date Tool Set™ 

A smarter way to analyze target-date funds
Our online target-date tool for financial advisors helps them analyze QDIAs for their clients. Now it's easy to narrow the target-date universe and comply with regulations.


Why Is This a Critical Time for Your Clients?
Target-date funds (TDFs) are the fastest growing segment of the defined contribution space, making it critical that you and your clients make the right target-date choice today. And with so many changes in the target-date landscape since 2008, including a new era of increased regulation, greater investor responsibility and a more acute focus on risk management, it’s more important than ever to reevaluate your target-date choices:

1. More new products. In 2006, there were seven TDF families with three-year track records. Today, there are more than 40.

2. Volatile market conditions show just how different TDFs can be. In 2008, 2010 TDFs lost between 9% and 41%.¹

3. Regulations and tips from the DOL require that plan sponsors document their QDIA selection process, but many plan sponsors are still unsure how to choose the most appropriate QDIA for their plan’s specific demographics.²

Why Use the Target-Date Tool Set™?
It’s free and easy to use. It’s comprehensive. It’s completely customizable. And it's available online whenever you need it.

What’s In It?
The Target-Date Tool Set™ provides you with customized, private-labeled reports that help you document the TDF selection process to meet your clients' fiduciary obligations.

Glidepath Optimizer

  • Helps clients answer "What glidepath is right for my plan?"

  • By inputting actual plan demographics, plan goals and risk tolerance into a simple questionnaire, clients receive a customized report where they can compare current, risk tolerance and optimized glidepaths.
  • Understand the forecasted results, reliability and risk of each glidepath and evaluate target-date solutions that align with the chosen glidepath.

Competitive Analysis

  • Helps clients answer "What target-date fund is right for my plan?"

  • With a few clicks, you and your plan-sponsor clients and prospects can easily select up to four target-date funds to compare.
  • Size up target-date fund families using an apples-to-apples comparison of critical metrics, such as number of underlying fund managers, risk-adjusted return and glidepath design.

Get Started
Financial advisors, log in and you can access this valuable resource to the target-date fund selection process.


1. Source: Morningstar.
2. Source: Government Accountability Office.

This tool does not provide fiduciary investment advice to any plan, plan fiduciary, participant or other party. It provides only general educational information and cannot be relied on to provide advice to any particular plan regarding the selection or monitoring of any particular investment option, including specific target-date funds. Plan fiduciaries should seek investment advice, legal counsel or other assistance from appropriate, qualified advisers. Neither Allianz Global Investors Distributors nor any of its affiliates are fiduciaries or are providing fiduciary investment advice solely by reason of developing and/or distributing this educational information.

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund’s prospectus and summary prospectus, which may be obtained by contacting your financial advisor. Click here for a complete list of the Allianz Funds prospectuses and summary prospectuses. Please read them carefully before you invest.

A Word About Risk: An investor in a fund of funds, such as a target-date fund, will bear fees and expenses charged by the underlying fund in addition to the fees and expenses of the fund of funds, making the expenses of a fund of funds generally higher than a fund that primarily invests directly in equities or fixed-income securities. The principal value of a target-date fund is not guaranteed at any time, including the target date. Please refer to the funds’ applicable current prospectus for complete details.

The Target-Date Tool Set™ is patented.


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Target-Date Tool Set 



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