Callan Survey: DC Plan Response to CARES Act Varied by Industry and Recordkeeper

Callan conducted a survey in mid-April to assess what defined contribution (DC) plan sponsors have done in response to the CARES Act and the recent economic turmoil spurred by the pandemic. The survey includes responses from 63 non-government plan sponsors, and in general we found that their actions were primarily influenced by the industry they […]

Two Questions Could Save Your DC Plan Millions

In our recent paper, “Dear CFO: Two Questions Could Save Your Company Millions in Litigation Costs,” we addressed some of the challenges facing defined contribution (DC) plans.

Managing DC Plan Vendors

View PDF For defined contribution (DC) plans, managing recordkeepers can be daunting. In the latest edition of the DC Observer, Callan’s Jamie McAllister and Jana Steele outline ways to make this vital oversight process easier. One of the best ways to help monitor recordkeepers is by conducting periodic searches, which give plan sponsors the chance […]