RRC Webinar: Trends in 401(k) Menus Over the Last Decade

Review the replay of this webinar for an in-depth discussion of how 401(k) core investment menus have evolved over the past decade, drawing on plan investment data from filing years 2013 through 2023.

Our panel examined key trends, including changes in asset allocations, plan menu design, and fund availability; the growing adoption and use of passive investment strategies; and the evolution of investment expense ratios and fund quality.

In addition to the lead researchers presenting the findings, an industry consultant and financial advisor shared their perspectives on these trends, offering practical insights and context on how they are shaping today's defined contribution investment landscape.