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

  • Insights from plan sponsors on how they are utilizing dynamic QDIAs
  • Proposed legislation may encourage the use of ESG investments in plan menus
  • New guidance from the DOL helps plan sponsors understand their cybersecurity responsibilities
  • Lawsuit provides insight into individual investment committee members’ fiduciary responsibility
  • The effect of COVID-19 on the savings and retirement prospects of Canadians

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 272 Multisector Bond Funds, based on risk-adjusted returns. As of 08/31/2021.

Global Sustainable Equity Fund
Balanced Fund
Developed World Bond Fund