A broader companion to the passive-focused report, this piece surveys general trends in DC core menu construction over the past decade. It covers changes in asset class inclusion, menu simplification, and the evolving role of target-date funds.

In this first piece of a series, we provide information about shifts in asset weights, plan menu sizes, and fund availability. In future pieces we plan to explore other shifts, such as changes in the utilization of index funds, investment expenses, fund quality, etc.

In this PSI Roundtable, plan sponsors discussed the QDIA, private markets, emergency savings accounts, and state auto-IRA programs.

Drawing on research into sequence-of-returns risk, this piece offers practical guidance for plan sponsors and advisors on how annuity products can serve as a hedge against poor market returns in the critical years surrounding retirement.

DCIIA gathered over 400 members and guests at the annual Academic Forum in New York City in November 2024 to explore cutting-edge topics in retirement and financial security.