Defined Contribution Trends and Developments

A review of first quarter 2024

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Overview

Our Top DC Trends and Developments is curated quarterly to help plan advisors, consultants, and plan sponsors stay up to date on trends impacting plans and plan participants

  • Hundreds of publications reviewed each quarter
  • Leveraged by thousands of advisors and plan sponsors
  • Published for over a decade
  • 45+ years of experience as a trusted partner to advisors looking to grow their retirement business

What's inside:

  • Best practices: Timely trends for plan integration
  • Participants’ corner: Review of the retirement readiness of plan participants
  • Legislative review: Summary of new and pending legislation
  • Regulatory review: News from the Department of Labor and other regulatory bodies
  • Legal review: An update on high-profile ERISA cases

Meet your defined contribution specialist

We offer support at a local, regional, and national level.

For general inquiries, call 800.668.0434 or email dcio@janushenderson.com.

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Featured investments

JDMNX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

Overall Morningstar Rating™ out of 511 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 04/30/2024.

JDINX

Overseas Fund

Invests in select international companies across market-cap and style spectrum where we believe the market underestimates free-cash-flow growth.

Overall Morningstar Rating™ out of 686 Foreign Large Blend Funds, based on risk-adjusted returns. As of 04/30/2024.

JABNX

Balanced Fund

For 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Overall Morningstar Rating™ out of 684 Moderate Allocation Funds, based on risk-adjusted returns. As of 04/30/2024.

JDFNX

Flexible Bond Fund

A style-agnostic strategy that blends top-down macro analysis with the bottom-up stock selection seeking to identify attractive opportunities in a volatile asset class.

Overall Morningstar Rating™ out of 556 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 04/30/2024.

Related insights

Three questions plan advisors should ask plan sponsors

What retirement plan advisors and sponsors can learn from companies that are effectively engaging participants.

Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design

Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.

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Meet the experts


Matt Sommer
Head of Specialist Consulting Group


Ben Rizzuto
Wealth Strategist