Overview
Who Should Join
Anyone involved with the sale, administration, distribution, or implementation of DC plans and workplace benefits
Highlights
In recent years, there have been efforts to expand access to the defined contribution (DC) market. The Secure Act of 2019 introduced Pooled Employer Plans (PEPs), allowing unrelated businesses to join a single 401(k) plan. In August 2025, the White House issued an Executive Order to open the possibility of including alternative investments in employer-sponsored, DC plans. Both have the possibility of attracting new entrants to the market. How are DC plan advisors responding to these developments and how are they advising their clients?
Join Bryan Hodgens, senior vice president and head of LIMRA Research and Deb Dupont, assistant vice president and head of Institutional Retirement Research, LIMRA Workplace Benefits, as they share the latest DC plan advisor survey results and what it means for alternative investment and PEP adoption in DC plans.