While an organization’s defined benefit (DB) and defined contribution (DC) retirement plans often share the same investment committee members, these plans don’t always share a consistent investment approach. If you are a plan sponsor that has outsourced, or has considered outsourcing your organization’s DB plan, why not do the same for the DC plan? Harmonizing DB and DC investment approaches can deliver economies of scale and help simplify and aggregate responsibilities, while demonstrating fiduciaries' strong adherence to best practice governance disciplines.

This article discusses how harmonizing your investment approach across plans may lead to improved outcomes and a more defensible fiduciary position.

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