This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.
Defined Contribution 101

Defined Contribution 101

Multi-Asset, Multi-Manager, and White Label Investment Options

Multi-Asset, multi-manager, and white label investment options can improve fiduciary process by creating:

  • Enhanced investment outcomes
  • A simplified investment menu
  • Better participant understanding

Implementation solutions include:

  • In-house management
  • Outsourced, delegated fiduciary management
  • Off-the-shelf options

Plan sponsor considerations include:

  • Fiduciary governance
  • Fees
  • Operations, communications and education

DCIIA has leveraged member expertise to prepare a comprehensive overview of this subject that represents input from our diverse membership base -- asset managers, consultants, recordkeepers, and more.

Click the links below to see related content:


Streamlining the DC Investment Menu


The Fiduciary Case for Multi-manager Strategies

Multi-manager Strategies: Decision and Implementation Process

Phase 1: Decision to Implement Multi-Manager Options

Phase 2: Fiduciary Governance Models for Multi-Manager Strategies

Phase 3: Multi-Manager Portfolio Construction

Phase 4: Operational Considerations

Phase 5: Participant Communication and Education

Custom Strategies: Ongoing Fiduciary Monitoring and Governance

Case Studies

Hanesbrands
Commonwealth of Massachusetts

Appendix

DCIIA would like to thank the many members who contributed to this endeavor:

  • 55 Institutional Partners
    Paul Gamble

  • AB
    Chris Nikolich and Mark Brown

  • Aon Hewitt Investment Consulting
    William “Bill” Ryan

  • Benefit Trust Company
    Kelly Sandburg, Brad Scafe and team

  • Capview Partners
    Scott Brooks

  • Financial Engines
    Joe Parlavecchio

  • Goodwin Procter
    Scott Webster

  • Invesco
    Ruth Hughes-Guden, Holly Donovan

  • LCG Associates
    Tony Daniel, Fred Stewart

  • Morgan, Lewis & Bockius
    Marla Kreindler

  • MetLife
    John Moreland

  • Northern Trust
    Tom Lauer

  • Pavilion Advisory Group
    Donald Stone

  • Prudential
    Dave Skinner

  • Russell Investments
    Kevin Knowles

  • UBS Asset Management
    Laurie Tillinghast

  • Wellington Management Company
    Jed Petty

  • Hanesbrands

  • Commonwealth of Massachusetts
    David Lynch