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September 2023 / RETIREMENT

2023 Defined Contribution Consultant Research Study

Our third annual study captures retirement views from the defined contribution consulting and advisory community.1 Insights are informed by 32 of the nation’s leading consulting and advisory firms with a collective $6.7 trillion in assets under advisement.2

Key Themes Covered in this Report

Target Date Solutions: Opportunities for Diversification and Customization Amid Continued Fee Pressure

Retirement Income: Evolving From an Exploratory to a Decision-Oriented Posture

Fixed Income: Market Environment Sharpens Focus on Fixed Income

Investment Trends: A Story of Active and Passive (not or) and ESG Challenges Persist

Financial Wellness: More Tools for Improving the Financial Health of Participants

Important Information

This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision. The T. Rowe Price group of companies, including T. Rowe Price Associates, Inc., and/or its affiliates, receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.

The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation, or a solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.

Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.

© 2023 Schaus Group LLC - All Rights Reserved.

USA—Issued in the USA by T. Rowe Price Associates, Inc., 100 East Pratt Street, Baltimore, MD, 21202, which is regulated by the U.S. Securities and Exchange Commission.

For Institutional Investors only.

© 2023 T. Rowe Price. All rights reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc.

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