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Large Plan Consultants Believe in Non-Proprietary TDFs and Active Management

Innovation in the DC space usually starts in the larger markets because of their resources and clout, so a recent consultant study by PIMCO may portend changes in the mid and smaller DC markets. According to PIMCO’s “7th Annual Defined Contribution Consulting Support and Trends Survey,” which includes 51 consultants with $2.4 trillion and 6,600 clients, there will be a shift away from non-proprietary target date and risk funds, which may include customized investments.

Additionally, 94% of the consultants believed that active management and reducing risk are keys to protecting and growing retirement assets, especially in a world where low returns and high volatility is expected to continue.

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