Callan 2024 DC Trends Survey: Focus on Plan Governance, and Continued Efforts to Rein in Fees

A summary of Callan’s 2024 Defined Contribution Trends Survey.

Callan Survey: Legislation, Regulation, and Litigation Driving Change in DC Plans

The 16th annual DC Survey now covers SECURE 2.0 (pre-passage) and diversity topics, along with the key tenets of DC plan management, governance, and financial wellness

A Year Out of Time: Our Survey Tracks How DC Plans Operated in 2020

The Callan 2021 DC Survey covers the SECURE and CARES Acts, and the impacts of the COVID-19 pandemic, along with the key tenets of DC plan management.

The Cobbler’s Shoes

Callan analyzed 401(k) plans sponsored by investment managers to identify trends of value to the defined contribution (DC) plan industry

IRS Eases Restriction on Student Loan Repayment in 401(k) Plans

The IRS released a private letter ruling (PLR) this week outlining how employers can provide a student loan repayment benefit as part of their 401(k) plan. This is a welcome development, as what is known as the contingent benefit rule has caused some confusion as to whether a student loan repayment program could be linked […]