Next Issue no. 10: The Future of Defined Contribution

Fixed Income

Evolving alongside the new regulatory regime

In this issue of next, we’ll explore topics making news in the defined contribution (DC) world. First, we examine the current state of the fixed income marketplace, looking at what questions plan providers should be asking their asset managers now that yields have climbed and market volatility has somewhat fallen. Next, we dive into the latest report from the TIAA Institute, looking at their groundbreaking research on how participants’ knowledge around just how long their assets need to last them into retirement affects their saving habits, otherwise known as longevity literacy. Providing lifetime income remains a top priority for us and educating participants on just how to make assets last through the decumulation phase is vital to this effort. Third, we revisit the DOL’s latest ruling on ESG in 401(k) plans, analyze how this ruling differs from our expectations and examine what we hope is the final word on this otherwise hot political topic. Finally, we go through the SECURE Act 2.0 and look at the top provisions that will have an impact on plan sponsors and participants in the coming years.

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