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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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Participant research Winter 2026 DC Pulse Survey: Exploring participant views on AI and private

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.

 

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Participant outcomes are driven by four key tenets of DC plan management: Plan design, participant engagement, plan governance, and investment strategy.

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Our DC Times e-newsletter provides timely research, insights, investment perspectives and firm developments that matter most.