Defined Contribution Plan Sponsors
Client Focused
We collaborate with our plan-sponsor clients to fully understand their particular plan objectives by asking the right questions before we make an investment recommendation:
- What is the investment profile of the employee population and what are the plan demographics?
- Which qualified default investment alternatives does the plan currently offer?
- What investment vehicle structures are in use and what are the associated costs?
- What is the plan sponsor's risk philosophy?
The answers to these and other questions, along with our knowledge of the defined contribution market, lead to better constructed plan solutions, whether they are custom, packaged, or a hybrid of the two.
We believe plan sponsors may be able to provide participants with a better investment experience, and potentially better results, by using the full investment toolkit.
Rick Wurster
Asset Allocation Strategist and Target Series Portfolio Manager
KEY STATISTICS:
- More than 125 worldwide DC Plan Sponsor clients representing approximately US$15 billion in assets under management
- Over 25 recordkeeper relationships
- Over 120 investment options available to plan sponsors