Guiding your participants toward better decision-making as they save for retirement
Helping improve retirement outcomes for retirement plan participants is a key goal of DC plan sponsors. We're dedicated to helping you employ best practices in plan design, investments, and implementation.
Defined contribution outsourced chief investment officer (OCIO) solutions
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.
& 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.
of default investing
Managed accounts solutions customized to individual participants.
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.
What does our approach look like?
There’s no one-size-fits all approach. The following are real-world examples we’ve implemented for these clients:
Explore our related research, articles, and more:
/ Head of Institutional
Ready to take the next step? We're here to help.