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Featured Research: DC Survey

June 16, 2025
2025 DC Trends Survey Webinar
May 12, 2025
2025 DC Trends Survey
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
April 4, 2024
2024 DC Trends Survey
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
March 27, 2023
Webinar: 2023 DC Survey Results
This webinar focuses on the results of Callan’s 2023 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 24, 2023
2023 DC Trends Survey
Callan’s annual Defined Contribution (DC) Trends Survey has evolved to fit the rapidly shifting landscape facing DC plan sponsors. 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. 
March 1, 2022
Webinar: 2022 DC Survey Results
This webinar focuses on the results of Callan’s 2022 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 1, 2022
2022 Defined Contribution Trends Survey
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
March 8, 2021
Webinar: 2021 DC Survey – Governance, Legislation, and Financial Wellness, Oh My!
The world is changing dramatically, and our annual Defined Contribution Survey continues to evolve to fit the shifting landscape. In this webinar, Callan's Jana Steele and Jamie McAllister share the survey results, touching on governance, investments, and new and continued legislation in this area, as well as financial wellness and the impact of COVID-19. Our DC Practice Leader Greg Ungerman moderates.
February 5, 2021
2021 Defined Contribution Survey
The world is changing dramatically, and our annual DC Survey is evolving to fit the shifting landscape. Callan’s 14th Annual DC Survey now covers the SECURE and CARES Acts, the impacts of the COVID-19 pandemic, along with the key tenets of DC plan management, financial wellness, and HSAs.
January 6, 2020
2020 DC Trends Survey
Callan’s 2020 Defined Contribution Trends Survey is designed to provide a benchmark for sponsors to evaluate their plans compared to peers, and to offer insights to help sponsors improve their plans and the outcomes for their participants. Callan has published the DC Trends Survey since 2007. This year’s survey includes responses from 114 plan sponsors, both Callan clients and other organizations, with 86% of them offering a 401(k) as their primary DC plan and 65% having more than $1 billion in assets.
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