A new white paper from Wilshire, a consulting and investment technology firm, says the future of defined contribution (DC) investing is a more personalized model, featuring an evolution of Target Date Funds (TDFs) and managed accounts.
"We believe the future of DC will increasingly be defined by personalized investing, whereby the boundaries separating TDFs, and managed accounts will fall away," the white paper said. "We believe these emerging innovations will amplify demand for and market share of managed account-powered solutions as retirement plans and their participants demand more personalized portfolio solutions."
The report offered an overview of the way DC investing has changed over the years and predicts a further evolution in the future. It showed how federal regulations and market changes have combined to bring us the DC plans we know today, and how current trends are pointing to a more personalized approach in the future.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
