A closer look at your DC Plan
Offering the best investment options possible plays a critical role in the future success of your participants. We help you deliver institutional investment strategies with a custom, discretionary approach to plan management – one that helps you address the increased regulatory and fiduciary requirements set forth by the DOL. About our DC investment management offering
It might be time to review your DC plan so participants are better prepared for retirement. But before making any change, you should know the answers to the 5 Ws.
DC plans are broken, and plan sponsors know it. How can discretionary investment management provide stronger plan structure, better management and more success for participants?
Trends Worth Following
Rising liability risk, target date funds, and more. Your responsibilities are changing.
Why Discretionary Investment Management?
Broader investment options, less liability, clearer choices for committees and participants.
Get a Plan Analysis
Is your plan on track? Get a comprehensive, complimentary review.
DC Poll Results
We asked, plan sponsors responded — on recordkeeping, target date funds and more.
Switching to discretionary investment management led to big participant outcome improvements for this large firm.
5 Questions Plan Sponsors Should Ask
Overconfident in your plan and investment options? It might be time for our online plan checkup.