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Callan Family Office

Categories: Defined Contribution

June 14, 2018
DC Plans Can Help with a Demographic Crisis
With Social Security facing a demographic crisis, defined contribution plan sponsors should focus on the "decumulation" phase of their plans, when participants are drawing down their assets for income in retirement
May 29, 2018
ESG's 'Good Vibrations'? Not Yet for DC Plans
There is no shortage of interest around the environmental, social, and governance (ESG) space, but defined contribution plans remain somewhat skeptical about ESG options.
April 26, 2018
Enhance Your DC Plan with a "Mega Roth"
March 16, 2018
Evaluating Average DC Plan Fees
A new feature of Callan’s DC Index, the DC Fee Analysis chart, examines the effects of plan size, participant allocations, and vehicle utilization on investment management fees
March 1, 2018
Technology Challenges in Volatile Markets
During the recent market volatility, some larger defined contribution (DC) plan vendors experienced difficulty managing peak participant online access or transactional capabilities with their participant websites and/or trading platforms. Plan sponsors would benefit from reviewing their vendor’s technology to confirm it is adequate to support the plan and participants. .
February 20, 2018
Managed Accounts: 'You Can't Always Get What You Want'
January 18, 2018
Callan DC Trends Survey (2018)
January 17, 2018
Restructuring a Multi-Manager Plan: A Case Study
October 10, 2017
Callan Survey Unearths DC Governance Committee Productivity Hacks
Our survey found that the governance committees that oversee DC plans need to make efficient use of resources, but it is not always apparent how
September 19, 2017
Callan DC Index Off to a Strong Start
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