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