Retirement plan trends

Major forces reshaping
retirement plans

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Retirement Plan Trends. The big forces reshaping retirement plans.

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Defined contribution plan sponsors chose their top three priorities over the next 12 months. 67% said participant engagement. 41% said Secure 2.0 Act voluntary provisions. 37% said improving participant outcomes. 33% said review or add retirement income options. 24% said recordkeeper evaluation.18% said participant demographic analysis.

Funded status is a measure of the difference between the fair value of a plan’s assets and its benefit obligation.

Liability-driven investing (LDI) is an approach that focuses the investment policy and asset allocation decisions on matching a pension plan’s current and future liabilities.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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