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2015 Trends & Experience in DC Plans Survey

The Evolution of Defined Contribution Plans


With a vested interest in helping workers accumulate sufficient retirement savings, employers have been busy bolstering their defined contribution (DC) plan provisions and investment offerings. The 2015 Trends & Experience in DC Plans Report finds that DC plans are changing in rapid ways as employers undertake rigorous reviews to promote more participation, encourage greater savings, and improve investment funds.

Among the Highlights

  1. Automatic features are becoming more powerful
  2. Plan match formulas are changing
  3. Plan fees remain a focus
  4. Roth availability is growing
  5. Employers are enhancing their target-date funds
  6. Help tools are expanding
  7. Communication is more personalized than ever before

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