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White label fund options for DC plans

Retirement
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September 6, 2017

DC plan sponsors may wish to replace traditional strategies to encourage participant saving by emphasizing fewer, broader investment options.

Two of the primary factors that may lead to successful retirement outcomes within DC plans are participant savings and the return on investments. Plan design features such as auto-enrollment and auto-escalation are making a significant impact on saving behavior, just as we have seen target-date funds revolutionize the asset allocation option in most plans. Meanwhile, the core lineup of the vast majority of plans has remained largely unchanged over the past 20 years. We believe it’s time for DC plan sponsors to rethink these legacy investment lineups. In this paper, we focus on reframing the design of actively managed options with an emphasis on fewer, broader investment options to ease participant decision making.

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