Investment options of COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN
Total Available Funds: 55
| 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 |
Investment model portfolios
We provide two types of investment model portfolios for COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN