The Tri-City Retirement Program features the Target Date Retirement Income Funds (TDiF) managed by Dimensional Fund Advisors. The Dimensional Target Date Retirement Income Funds are a standalone, managed solution that requires little maintenance by the employee. These funds are designed for people who want professionally managed portfolios throughout their working career and transitioning into retirement.
More information is available in the Target Date Funds Participant Brochure, and in the videos below. Please contact the Prudent advisor for details.
The Target Date Retirement Income Funds that are currently available are listed below. Click the stock ticker to download the fact sheet for a specific fund.
|
Birth Year |
Retirement Date at Age 65 |
Target Date Income Fund |
Ticker |
Expense Ratio |
|
1942 & before |
2007 & before |
DFA Retirement Income Fund |
0.19% |
|
|
1943-1947 |
2008-2012 |
DFA 2010 Target Date Retirement Income Fund |
0.19% |
|
|
1948-1952 |
2013-2017 |
DFA 2015 Target Date Retirement Income Fund |
0.18% |
|
|
1953-1957 |
2018-2022 |
DFA 2020 Target Date Retirement Income Fund |
0.19% |
|
|
1958-1962 |
2023-2027 |
DFA 2025 Target Date Retirement Income Fund |
0.19% |
|
|
1963-1967 |
2028-2032 |
DFA 2030 Target Date Retirement Income Fund |
0.21% |
|
|
1968-1972 |
2033-2037 |
DFA 2035 Target Date Retirement Income Fund |
0.22% |
|
|
1973-1977 |
2038-2042 |
DFA 2040 Target Date Retirement Income Fund |
0.23% |
|
|
1978-1982 |
2043-2047 |
DFA 2045 Target Date Retirement Income Fund |
0.23% |
|
|
1983-1987 |
2048-2052 |
DFA 2050 Target Date Retirement Income Fund |
0.23% |
|
|
1988-1992 |
2053-2057 |
DFA 2055 Target Date Retirement Income Fund |
0.23% |
|
|
1993-1997 |
2058-2062 |
DFA 2060 Target Date Retirement Income Fund |
0.23% |
|
|
1998 & after |
2063 & after |
DFA 2065 Target Date Retirement Income Fund |
0.23% |