U.S. Defined Contribution Distribution 2025
Interpret, Innovate, Expand
- Understand the intersection of wealth management and retirement planning
- Evaluate in-plan guaranteed income products
- Learn about environmental, social, and governance (ESG) adoption under a new Department of Labor (DOL) regime
- Explore consultant/aggregator trends and perspectives
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Summary
This annual report focuses on product development and distribution opportunities for asset managers and other providers in the defined contribution (DC) market. The report also features detailed 401(k) plan sizing and coverage of retirement plan intermediaries (advisors and consultants), along with sizing of the advisor-sold DC market.
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