Advisor Resources: Defined Contribution

2018 DC Conversations: An industry assessment

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BMO Global Asset Management’s DC Conversations: An industry assessment helps retirement plan advisors lead better conversations with plan sponsors about industry trends and behaviors impacting defined contribution retirement plans. With a comprehensive array of reusable charts and graphs, this guide is designed to assist plan sponsors in evaluating their retirement plan programs against a variety of industry benchmarks.

In today’s rapidly-changing environment, plan sponsors and their advisors can play an active role in producing better retirement outcomes for plan participants by optimizing plan designs. The surveys summarized in this assessment provide current and historical trends in employee benefits. Highlights of the data compiled include:

  • An auto enrollment feature is utilized in 60% of all plans – up from 46% in 2011.
  • Participation rates increased by 1 percentage point from last year.
  • International equity is an option in 84% of plans, however, participants typically only have 3 international fund options – compared with 10 or more choices for domestic equity.

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With your download of 2018 DC Conversations, you will receive full access to the entire collection of charts and graphs to use in your own client meetings. To download the report, simply complete the fields below.

Thank you for your interest in 2018 DC Conversations: An industry assessment. We hope this is a valuable tool in your conversations with clients.

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We believe better conversations result in better outcomes. Let’s start a conversation today!

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