Defined contribution outsourced CIO (OCIO) solutions
Guiding your participants toward better decision-making as they save for retirement
Helping improve retirement outcomes for retirement plan participants is a crucial goal of DC plan sponsors. We're dedicated to helping you employ best practices in plan design, investments, and implementation.
Maintain control of what is important to you; delegate the rest.
Like many fiduciaries, plan sponsors may find that keeping up with defined contribution regulatory requirements, plan design changes, and oversight of investment managers, recordkeepers, trustees, and custodians are draining limited resources. Outsourcing may be the answer.
Defined contribution investments
The default option is increasing in importance
Target date funds have become the most popular DC plan QDIA (qualified default investment alternative) option because they offer a sound investment strategy that helps streamline retirement savings. Target date funds aren't for everyone, however. We offer other default investment strategy options to meet the unique needs of your plan and your participants. We believe a well-built investment menu designed for several types of investors can help drive better outcomes for participants.Learn more about defined contribution investments
& Custom funds
Target Date Funds
Outcome-oriented funds built to provide access to some of the best researched money managers. We also have custom target date funds, which are specially tailored to your plan's unique needs.
For diversification within multiple asset classes.
Defined contribution plan handbook
The challenges of managing a DC plan continue to become more complex and we've updated this third edition to address this continued evolution.
Explore our related research, articles, and more
Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.