Roundtable: How does your DC plan compare to others?


of sponsors offering DB plans

said that their DC participants do not have access to the same investment money managers used in the DB plan


of plan sponsors surveyed

have over 50% of their plan's participants utilizing their target date funds

Why should I attend?

  • Learn how you compare to your peers through the results of a recent survey of over 230 defined contribution plan sponsors.
  • Gain firsthand knowledge of how other area plan sponsors are identifying and addressing some of the challenges you also face.
  • Receive a complete copy of the survey research.

Location options:

Tuesday, March 29th
NASDAQ MarketSite
4 Times Square, New York
9:00 - 11:00 a.m.


Wednesday, March 30th
Philadelphia Marriott West
111 Crawford Ave, West Conshohocken
9:00 - 11:00 a.m.

Joel Lieb will present the findings and facilitate a discussion about:

  • When is customization appropriate for target date funds?
  • How many funds should be offered in plan line ups?
  • Should asset management be unbundled from recordkeeping?
  • Can governance structure reduce litigation risk?
  • If employees can't retire, how could that impact your business?


A select number of companies are invited to participate. To ensure your company is represented, please select the location most convenient for youand register.

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Tip: When it comes to retirement readiness, financial planning tools like modeling technology can help evaluate the readiness of your participant population. Looking at behavior and offering options that help participants get on track and stay on track can help them to be better prepared.