All DC Insights

All DC insights

For more informed decision-making, access our timely insights on defined contribution plan design, participant engagement, plan governance, and investment menu design.

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  • Participant engagement
    The%20new%20reality:%20Helping%20participants%20combat%20cybercrime
    Participant engagement

    The new cyber reality: Helping participants combat cybercrime

    By Marina Edwards

    Learn what steps plan sponsors should take to help participants combat cybercrime and protect their retirement plan savings.

    July 7, 2022
  • Investment menu design
    Does%20your%20DC%20plan%20have%20a%20mid-cap%20gap
    Investment menu design

    Mind the gap

    By Ronald Zibelli, Justin Livengood

    DC plan sponsors and their advisors may want to reexamine their mid-cap offerings to help expand on the full potential the asset class offers.

    July 7, 2022
  • Plan Sponsor Exchange
    Man%20Hiking
    Plan Sponsor Exchange

    How Los Angeles County adapted its participant communications strategy during the pandemic

    Read how Los Angeles County adapted to virtual communications during the pandemic, and the approach they take to encourage employees to stay in the DC plan(s) post retirement.

    July 7, 2022
  • Plan governance
    What%20the%20latest%20DOL%20ESG%20proposal%20means%20for%20plan%20fiduciaries%20
    Plan governance

    What the latest DOL ESG proposal means for plan fiduciaries

    By Fred Reish

    Learn about the latest US Department of Labor (DOL) environmental, social and governance (ESG) proposed regulation that governs selection of plan investments.

    July 7, 2022
  • Plan design
    How%20Roth%20401(k)s%20can%20help%20tackle%20taxes%20in%20retirement
    Plan design

    How Roth 401(k)s can help participants tackle taxes in retirement

    Find out how Roth 401(k)s can help plan participants diversity their future tax liability.

    July 7, 2022
  • Plan member research
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    Plan member research

    Watch Your Language: Executive Summary

    In our Executive Summary, we summarize key findings from our 2021 DC language study.

    May 4, 2021
  • Plan member engagement
    Woman%20looking%20to%20her%20right%20side
    Plan member engagement

    Position target date and target risk funds to help members find the right fit

    Our 2021 study explores how plan sponsors can position target risk and target date funds for greater understanding.

    May 4, 2021
  • Plan member engagement
    Two%20men%20having%20a%20conversation
    Plan member engagement

    Demystify the investment menu with the right language

    We examined how specific language can impact defined contribution plan members' understanding of investment menus.

    May 4, 2021
  • Plan member engagement
    Twoi%20people%20having%20a%20conversation
    Plan member engagement

    Jumpstart the retirement income conversation now

    We found that DC plan members are eager to learn more about transitioning from accumulating wealth to income generation.

    May 4, 2021
  • Investment menu design
    Abstract%20with%20shapes
    Investment menu design

    The real deal: Evaluating real assets strategies for DC plans

    By Greg Jenkins

    Defined contributions plan sponsors may be interested in three compelling investment characteristics of real assets: income, diversification, and returns.

    February 2, 2021