Defined Contribution Plan Sponsors

VIDEO: Wellington Management Defined Contribution 2020

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Building Tomorrow’s DC Plan Today

Based on legislative changes and the shift away from defined benefit plans, assets in DC plans are likely to grow dramatically in years to come. As a result, plan sponsors must design their plans based not on what they look like today, but what they will look like 5, 10, and 15 years from now.

What does this require in terms of a plan's investment offering?

  • Giving participants the tools they need to make optimal asset allocation decisions or making the decision for them with one of the qualified default investment alternative safe harbors.
  • Considering the use of non-core investment approaches for diversification and inflation-hedging purposes where appropriate.
  • Customizing investment solutions to meet the specific needs of the company's retirement benefit design and participant behaviors, including the use of custom glidepaths with target-date portfolios.
Building a Better DC Plan with Institutional Best Practices:

Director of DC Business Development Jim Sia and Asset Allocation Strategist Rick Wurster discuss trends in the DC business.

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