DC 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.
Related Research
Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary (partial infographic)
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent DOL action. Find out how DC Gatekeepers – advisors – feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.
2025 Canadian Employers Survey
As employer benefit strategies evolve, understanding what’s working, and what’s next, is essential. This research analyzes group benefits penetration across Canadian employers, evaluates the value of consolidating retirement and insurance offerings under one carrier, and measures interest in ancillary services designed to enhance employee well-being and engagement.
DC Advisor Views: PEPs Update
Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.
DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.
The Growing Influence of Health Risks on Retirement Security
NEW research by Chris Heye, Fellow at the LIMRA Retirement Income Institute reveals that identifying and managing health-related financial risks is central to retirement planning. Audience: Financial Professionals, External