Defined Contribution Trends and Developments

A review of first quarter 2024



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

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Featured investments


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.


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.


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.


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Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.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