Top DC Trends and Developments

A review of fourth quarter 2023

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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

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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

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 Ratingâ„¢ out of 557 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 03/31/2024.

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 Ratingâ„¢ out of 696 Foreign Large Blend Funds, based on risk-adjusted returns. As of 03/31/2024.

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 Ratingâ„¢ out of 520 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 03/31/2024.

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 Ratingâ„¢ out of 686 Moderate Allocation Funds, based on risk-adjusted returns. As of 03/31/2024.

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.

In defined contribution, small changes can have a big impact

Key stories from our latest Top DC Trends and Developments guide, with a focus on small changes that can have a big impact.

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