Our DC Index Had a Noteworthy First Quarter

The Callan DC Index™ tracks roughly 100 defined contribution (DC) plans with about $250 billion in total assets. The Index serves as a proxy for the DC universe and provides plan-related statistics such as asset class prevalence, average allocation figures, and the average number of plan investment options. With our comprehensive perspective on the DC […]

How Sponsors Can Harness DC Plan Data for Better Outcomes

View Their Paper Conceived as supplements to pension plans, defined contribution (DC) plans have taken center stage in the retirement industry. That has led stakeholders (i.e., plan sponsors, consultants, investment managers, and policymakers) to continue to push for an evolution of the core investment menu. Much of the discussion about DC plan design has focused […]

Brokerage Windows: Get the Full View

Several brokerage providers eliminated commission fees on stock, ETF, and other trades recently, a move that highlights a “race to zero” within the brokerage industry. Background: Brokerage firms have historically charged commission fees on various types of trades. The amounts charged, however, have generally declined over the past few years as smaller robo-firms have entered the […]