This webinar explored the converging worlds of retail wealth advice and institutional retirement plans, highlighting the impact of leakage, the role that retirement plan advisors play in guiding participant decisions, and the infrastructure in place that facilitates rollovers.

In this PSI Roundtable, attendees collaborated with speakers to discuss: AI Fiduciary Foundations: ​Architecting the Intelligence​, The Value of Personalized Advice in Retirement​, Delivering Tangible Value ​via Financial Wellness:​ Assessing Impact + Measuring Success​, and Managed Accounts.

Tracking a decade of change in defined contribution investment menus, this resource documents the significant shift toward passive investment options between 2013 and 2023. It provides data-driven insight into how plan sponsor priorities and participant behavior have reshaped core lineups.

In this second installment of a series, we explore changes in the availability and utilization of passive investment strategies over the last decade, focusing on both the core menu and target date funds (TDFs).

March 2026: The RRC brought members together in Newport Beach, CA for a Summit filled with stand-ups highlights from the most recent research across the industry.