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2017 Retirement Plan Trends Snapshot   


At JULY we monitor the many retirement plan industry surveys designed to provide a pulse on the state of the industry. Callan Associates conducts an annual survey of plan sponsors of predominantly large plans. Often times these plans set the stage for smaller plans in the categories of plan design, investment philosophies and participant tools.


Below are some compelling key findings from Callan’s 2017 Defined Contribution Trends publication.

The most talked about and impacted areas of discussion revolve around the DOL’s Fiduciary Rule.

The most important step to improving role of the fiduciary – reviewing plan fees.

About a quarter of plan sponsors expect to run a provider proposal search during the year.

Most important factors that measure plan success:

  • Participation Rate
  • Contribution Rate and
  • Investment Performance.

Most respondents, almost 85%, offer plan participants advisory services or investment guidance.

There is a continued decrease in mutual funds being offered while we watch the increase shift to investment options such as collective trusts. Following this trend, about 47% indicated making fund changes – the highest in the survey’s history.

A wealth of valuable findings are included within the complete survey: