Custom Target-Date Solutions

We put our experience and insight to work customizing target-date solutions to fit a plan’s specific needs—whether it’s tailoring the glide path, asset-class choices or the mix of active and passive strategies. Our track record shows success in partnering with plan sponsors to deliver the solution that best meets your needs.

The Ideal Partner for Design and Implementation

Research-Driven Innovation and Insights

Our culture thrives on research, and we transform the insights we develop into retirement solutions. We continually evolve design, adapting to the needs and circumstances of plan sponsors and their participants.

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Turnkey Service and Implementation

The best-designed solution in the world must still be implemented and executed effectively. We develop strong models to drive conversations, and we deliver valued services and award-winning communications to keep participants informed and engaged.

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Committed to Being a Trusted Partner

AB is a market leader in the retirement industry, with over 15 years of experience in managing custom target-date solutions. But trust and partnership measure our true success. Our DC experts view themselves as an extension of our clients’ teams.

Meet Our People

$243 Billion

In aggregate plan assets across all clients

An Experienced Partner

Implementing a custom target-date solution takes an experienced hand. Our tenured DC experts will stand alongside your plan’s team to ensure a seamless process.

15+ Years

Experience

US$104.5 Billion

In custom target-date assets under management globally.*

Impactful Communications

Engaging participants with simple and effective communications is the heart of our mission. Our participant communications team strives to create impactful communications that fit the needs of your plan—and your participants.

Participant Education

Clients have access to robust retirement education and financial wellness curricula to use as their own.

Effective retirement solutions require innovative design, but other ingredients define success, too. Seamless implementation guided by expert servicing, operations, and technology teams is key—and so is a strong program of participant communications to get the word out.

Expert Investment Design
Expert Investment Design
Glide path and asset-allocation management tailored to plan and participant needs

27 custom clients globally*

Differentiated research on target-date design and lifetime income
Participant Communications
Participant Communications
A specialized team that offers thoughtful investment communication support to the plan’s participants at the time of implementation and beyond

Access to robust retirement education and financial wellness curricula for clients to use as their own
Open Flexible Architecture
Open Flexible Architecture
Open architecture platform that seamlessly supports customization and sponsor’s evolving needs, including the flexibility to integrate with your other providers

Rebalancing, trading and operational support:

Dedicated professionals for custom operations and technology

Automated systems supporting custom defined contribution portfolios
Support for Plan Sponsors
Support for Plan Sponsors
During implementation and beyond, an AB client service officer (CSO) serves as the single point of contact for plan sponsors and their service partners

The CSO is there every step of the way to offer ongoing support, oversight and overall coordination with AB’s investment, operations, participant communications and legal teams

We proactively engage with you to ensure you receive timely, accurate and proactive investment information