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Defined Contribution (DC) Retirement

SI's Defined Contribution Research Suite provides actionable research derived from the synthesis of Asset International's unique and proprietary DC data set.

Our research is based on Asset International's proprietary data sources–including Simfund MF, PLANSPONSOR and PLANADVISER surveys, and Pathfinder 2.0, the leading recordkeeper search and comparison tool for advisers.

  • DC market sizing by plan type, plan size and vehicle
  • Investment-only versus proprietary
  • DC mutual fund pricing, including recordkeeper offsets
  • Advisor search trends for recordkeeping
  • Historical and current recordkeeper and consultant data
  • Fully representative plan sponsor survey data
  • And much, much more with 10 hours of custom data cuts
Latest DC Reports

DC Research subscribers can select from the latest research reports below.

9/3/2014

Participant Behavior

9/3/2014

Participant BehaviorSee summary
8/11/2014

DCIO Sales Organization

8/11/2014

DCIO Sales OrganizationSee summary
5/12/2014

A Global Approach To Equity

5/12/2014

A Global Approach To EquitySee summary
5/11/2014

Mutual Funds in DC

5/11/2014

Mutual Funds in DCSee summary
2/27/2014

Plan Design: Employer Match

2/27/2014

Plan Design: Employer MatchSee summary
2/4/2014

403(b) Overview

2/4/2014

403(b) OverviewSee summary
2/4/2014

Spotlight on Swedish DC

2/4/2014

Spotlight on Swedish DCSee summary
8/30/2013

DC Market Sizing & Outlook 2013

8/30/2013

DC Market Sizing & Outlook 2013See summary
7/3/2013

Plan Sponsor Expectations of Action

7/3/2013

Plan Sponsor Expectations of ActionSee summary
2/21/2013

Redefining the DC Gatekeeper

2/21/2013

Redefining the DC GatekeeperSee summary
2/6/2013

DC Research Roundup

2/6/2013

DC Research RoundupSee summary
12/21/2012

Recordkeeper Segmentation

12/21/2012

Recordkeeper SegmentationSee summary
9/18/2012

Investment Option Analysis: Adviser-Sold Plans

9/18/2012

Investment Option Analysis: Adviser-Sold PlansSee summary
6/29/2012

DC Market Sizing & Outlook 2012

6/29/2012

DC Market Sizing & Outlook 2012See summary
4/11/2012

Addressing the Large Plan Markets

4/11/2012

Addressing the Large Plan MarketsSee summary
12/2/2011

DC Market Review

12/2/2011

DC Market ReviewSee summary