Participant research
Our Defined Contribution Pulse Research Series explores topics ranging from how participants think about future investment decisions, what keeps them up at night, drivers of savings behavior, and more.
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Plan governance Fiduciary Considerations in the Evolving World of AI
Explore ERISA fiduciary responsibilities in an AI-driven world, with best practices for oversight, risk management, and responsible use of emerging technologies.June 11, 2026 -
Plan governance The Department of Labor’s Alternative Investments Proposed Rule
DOL proposes asset-neutral rule clarifying ERISA fiduciary prudence for 401(k) alternatives, offering a process-based safe harbor to reduce litigation risk.April 7, 2026 -
Plan design Roth accounts for retirement tax planning
Help clients optimize retirement taxes with Roth strategies, diversification tips, SECURE 2.0 insights, and guidance to boost long‑term savings outcomes.March 18, 2026 -
Participant research Winter 2026 DC Pulse Survey: Exploring participant views on AI and private markets
Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.January 7, 2026 -
Plan governance What plan fiduciaries need to know about implementing managed accounts
Participants expect personalization in their retirement plan experience, and managed accounts can help. Here’s what to know about including a managed account program on your investment menu.November 10, 2025 -
Plan governance Understanding private markets in defined contribution plans
Integrating private markets in DC plans presents challenges and opportunities, while requiring fiduciaries to follow a prudent, ERISA-compliant process.July 31, 2025 -
Plan governance The new cyber reality: Tips to help participants protect their retirement assets
Learn what steps plan sponsors can take to help participants combat cybercrime and protect their retirement plan savings.June 16, 2025 -
Participant research Spring 2025 Defined Contribution Participant Pulse Survey
We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.May 19, 2025 -
Defined contribution Mind the gap
Mid-cap equities offer a compelling yet often overlooked opportunity for defined contribution (DC) plans.March 17, 2025 -
Plan design Tackling taxes in retirement with designated Roth accounts
Find out ways a Roth option in your DC plan helps participants diversify their future tax liability.March 14, 2025 -
Plan governance Loper Bright ruling: Impact on DC plan litigation in a post-Chevron world
The impact of Loper Bright Enterprises v. Raimondo and the potential implications on DC plan litigation in a post-Chevron world.November 1, 2024 -
Participant research 2024 Defined Contribution Participant Pulse Survey
We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.September 9, 2024
Explore all insights
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Featured insights
A selection of articles from our experts on the markets, economy, and investments.
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
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Investments
Insights from our income experts on investing opportunities around the globe.
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ETF insights
Explore our latest insights on investment opportunities and potential ways to use ETFs in a portfolio.
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Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
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Podcasts
Candid conversations with fund managers, market strategists, and more.
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