Evaluating Average DC Plan Fees

A new feature of Callan’s DC Index, the DC Fee Analysis chart, examines the effects of plan size, participant allocations, and vehicle utilization on investment management fees

Callan DC Index Off to a Strong Start

We recently published the latest data for the Callan DC Index™ , which tracks performance, asset allocation, and cash flows of over 90 large defined contribution plans representing approximately $150 billion in assets. Highlights for the quarter (data as of 6/30/2017): The Callan DC Index™ returned a healthy 3.06% during the second quarter, reflecting strong equity market […]