Top DC Trends and Developments

Quarterly Defined Contribution in Review

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Overview

Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.

Key topics from this quarter’s edition

  • P&I Excellence and Innovation Winners provide ideas on financial wellness, customized communications, and investments
  • New research compares the effects of default rates and matching contributions on employee behavior
  • Latest updates on SECURE 2.0 and the RISE Act
  • New IRS guidance on when participant loans may become taxable distributions
  • Insights from retirement plan litigation heard by Supreme Court
  • Views from Australia on the future of climate change and its effects on crypto

Connect with Us

Connect with your Defined Contribution representative to learn more about our resources, capabilities and expertise.

Connect with Us

Connect with your Defined Contribution representative to learn more about our resources, capabilities and expertise.

Depth of Experience
45+ years of industry experience with products available on more than 200 record keeping platforms

Innovative Investment Solutions 
A wide range of asset classes across vehicles appropriate for retirement plans including mutual funds, CITs, and sub-advised portfolios

Client-Focused 
National, regional and local support for retirement plan professionals, plan sponsors and participants

Multi-Sector Income Fund

For investors seeking a steady stream of high income with lower risk than a dedicated high-yield strategy

Overall Morningstar Rating™ out of 273 Multisector Bond Funds, based on risk-adjusted returns. As of 12/31/2021.

Global Sustainable Equity Fund
Balanced Fund
Developed World Bond Fund