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Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022.
Retirement plan service providers are betting that demand for ESG investments in plan menus is set to grow.
Retirement plan sponsors shared steps they have taken, or plan to take, to reduce plan leakage and retain retiree assets in the plan via the Callan Defined Contribution Trends Survey.
Mutual funds are losing ground to collective trusts in the investment menus of defined contribution plans, according to a Callan survey.
Retirement plan sponsors shared in a survey the steps they have taken, or plan to take, to reduce plan leakage and retain retiree assets in the plan.