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Callan 2025 DC Trends Survey: Continued Focus on Fees and Fund/Manager Due Diligence
Callan Link to more items from this source
May 14, 2025

"Top areas of focus for DC plan sponsors in 2024 included investment management fees, fund/manager due diligence, and investment structure evaluation. In line with the past four years, most sponsors used participation rate to gauge plan success.... 12% of respondents said they evaluated a guaranteed lifetime income feature within a target date fund framework in 2024, but only 2% added such a feature to their target date fund offering. In 2025, 20% plan to evaluate such a feature, with 6% saying they plan to add one."  MORE >>

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