Retirement Market
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Not-for-Profit Sector Defined Contribution Plans
The major focus of this study is 403(b) plans. This $650 billion market is likely to face major changes under the Pension Protection Act and new IRS 403(b) regulations. The study provides an update of market sizing by segment and plans type, growth prospects by segment, perceptions of the leading providers and much more. Separate samples were drawn for each of the major segments in order to provide a detailed analysis of this market. |
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Investment Manager Selection in the Defined Contribution Investment Only (DCIO) Market
With the advent of open architecture in Defined Contribution plans, it is increasingly challenging for investment firms to ensure that their funds are included in the plan sponsor’s line up. What do investment managers need to do to ensure that their funds are available to plan participants? Spectrem Group has just completed a report focused on the investment selection of plan sponsors purchasing investment on an unbundled basis. |
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Retirement Market Insights Newsletter
This newsletter addresses the ongoing attitudinal changes and needs of both plan sponsors and plan participants. It features original research as well as analysis of interest to plan providers, retirement market advisors and plan sponsors. |
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Retirement Market Insights 2010
Spectrem's annual compilation includes Key Findings, Retirement Market Size, Corporate Plan Utilization, Defined Contribution Assets, Corporate DC Growth, 403(b) Assets by Segment, 401(k) Market Segmentation, Distribution of 401(k) Assets, Plan Participants, Plan Website |
