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Research Reports

Topical pieces on the industry, ranging from in-depth analysis on investment managers to primers covering the industry landscape.

A Framework for Key Recordkeeping Fee Decisions

Americans held nearly $9 trillion in defined contribution plan assets as of the end of 2019—a figure that has doubled in the last ten years. According to the U.S. Department of Labor (DOL), there are 662,829 defined contribution retirement plans in the U.S., covering more than 100 million total participants. With figures like these, it should come as no surprise that these plans receive a lot of attention and scrutiny, or that plan fiduciaries are on alert to the potential target that is on their backs. Plan sponsor surveys consistently rank plan fees as a primary area of focus for plan fiduciaries.

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Fixed Income Investing in a Rising Rate Environment

The Federal Reserve raised the fed funds rate a quarter point in September, for the third time in 2018, and signaled one more hike in 2018, as policy makers expressed confidence in the United States economy. Officials continue to project three additional increases in 2019. Rising rates combined with historically tight credit spreads are causing […]

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DC In-Plan Retirement Income Solutions — Are We There Yet? (Part II)

There are significant benefits to participants having a retirement income solution offered within their workplace retirement plan. Together, these benefits are expected to improve all around retirement readiness, as they help fill the void left by disappearing defined benefit plans. Fostering retirement readiness is not only a heavily discussed topic for plan sponsors, but for policymakers as well.

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