Plan Sponsors
Plan Sponsors
Participants
Consultant and Advisory Firms
Webinar
Against a backdrop of inflationary pressures, ongoing market volatility, and a race to implement the mandatory provisions of SECURE 2.0, 2023 has brought both challenges and opportunities for DC plan sponsors. View the webinar replay as our retirement experts discussed:
◉ Where are we in SECURE 2.0 implementation?
◉ How have areas of financial wellness evolved?
◉ What might the future hold for target date solutions?
◉ Are plans implementing in-plan retirement income solutions?
◉ Is it time to rethink participants' fixed income exposure?
Jessica Sclafani, CAIA
Senior DCIO Strategist, Americas
Rachel Weker
Senior Retirement Strategist, Retirement Plan Services
Michael Doshier
Senior Retirement Strategist, U.S. Intermediaries
EXECUTIVE SUMMARY REPORT
Our third annual study captures retirement views from the DC 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
Explore our proprietary retirement research focused on insights from plan sponsors, participants, and consultants.