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2025 Plan Sponsors, Plan Management and Fiduciary Roles Series

Retirement

Navigating the Defined Contribution Landscape

Oversight, Engagement, and Evolving Plan Sponsor Strategies

 

Explore Key Findings

Intro-Photo.jpgDC plan sponsors manage their plans using a variety of tactics and strategies. While most demonstrate a strong commitment to employee financial well-being, a critical gap in fiduciary understanding could be an obstacle to successful plan oversight and effectiveness.

Fiduciary Blind Spots: What Plan Sponsors Miss and Why It Matters

Sponsoring a qualified retirement plan involves complex responsibilities and potential pitfalls — many of which can be confusing. Many plan sponsors lack clarity about their own responsibilities, yet proper understanding of fiduciary roles is critical to protect both employer and employee interests and to ensure successful plan outcomes.​

Access Key insights

Fiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt Them

In this episode of the Industry Insights podcast, we explore the most common fiduciary blind spots, why they matter, and how service providers can help sponsors strengthen oversight and governance. 

Listen to the Podcast

Plan Sponsor, Plan Management, and Fiduciary Roles Executive Summary

Discover how plan sponsors are navigating fiduciary responsibilities, recordkeeper oversight, and employee engagement to drive better retirement outcomes.

Read the Executive Summary

Plan Sponsors, Plan Management and Fiduciary Roles Report

This report explores how defined contribution (DC) plan sponsors manage their plans, engage with fiduciary responsibilities, and evaluate service providers.

Download the Full Report

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