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
(Retired in 2000 or before)

TDIFX

0.21%

1943-1947

2008-2012

DFA 2010 Target Date Retirement Income Fund

DRIBX

0.20%

1948-1952

2013-2017

DFA 2015 Target Date Retirement Income Fund

DRIQX

0..19%

1953-1957

2018-2022

DFA 2020 Target Date Retirement Income Fund

DRIRX

0.20%

1958-1962

2023-2027

DFA 2025 Target Date Retirement Income Fund

DRIUX

0.21%

1963-1967

2028-2032

DFA 2030 Target Date Retirement Income Fund

DRIWX

0.23%

1968-1972

2033-2037

DFA 2035 Target Date Retirement Income Fund

DRIGX

0.24%

1973-1977

2038-2042

DFA 2040 Target Date Retirement Income Fund

DRIHX

0.25%

1978-1982

2043-2047

DFA 2045 Target Date Retirement Income Fund

DRIIX

0.24%

1983-1987

2048-2052

DFA 2050 Target Date Retirement Income Fund

DRIJX

0.25%

1988-1992

2053-2057

DFA 2055 Target Date Retirement Income Fund

DRIKX

0.25%

1993-1997

2058-2062

DFA 2060 Target Date Retirement Income Fund

DRILX

0.25%

1998 & after

2063 & after

DFA 2065 Target Date Retirement Income Fund

DTDRX

0.26%