Resource Library
Knowledge built by the industry, shared with our members
Members Only
Investment
Behavioral Finance
Financial Wellness
Technology/ AI
RRC
March 2026
Spring 2026 RRC Summit - Shareable Deck
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.
Members Only
Private Markets
Investment
RRC
February 2026
Private Markets Research Ideation
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
February 2026
Managed Accounts - Moderator Guide
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
February 2026
Managed Accounts Research Ideation
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
January 2026
Managed Accounts - Project Plan
Members Only
Investment
Plan Design
RRC
January 2026
Evolving DC Core Menus: General Trends from 2013—2023
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.
January 2026
Executive Summary: Evolving DC Core Menus: General Trends from 2013—2023
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.
Members Only
Plan Design
DCIIA
December 2025
DCIIA Webinar: The Evolution of DC Investment Lineups
Members Only
Plan Design
DCIIA
December 2025
The Evolution of DC Investment Lineups
