Survey results identified current trends in defined contribution plans


take a proactive approach to managing their plans, up nearly 50% since 2019.

report using the recommendations of financial professionals in their investment selection criteria.

noted they were a fiduciary to their plan’s organization, even though everyone surveyed is indeed a fiduciary.

of plans use a target date fund as their qualified default investment alternative (QDIA).

without a retirement income solution are considering adding one in the upcoming year.
Take a deeper dive into the results and view data by plan size and topic.

Defined Contribution Plan Sponsor Survey Findings
Read the report to understand implications for financial professionals and plan sponsors.