Take our DC Trends Survey

Callan is conducting our annual survey to assess shifts in defined contribution plan governance, investments, fees, and plan design. Whether you’re a member of the staff, committee, or board, we’d like to hear from those in your organization responsible for employee benefit programs.

Your insights help shape an evolving industry

We’re publishing the 19th edition of our DC Trends Survey, and for every edition we ask investors to share insights on their DC investment practices for the survey.

Please submit your response by Oct. 8, 2025 to ensure your response is recorded. Thank you in advance for your participation.

The survey should take about 20-30 minutes to complete.

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Get exclusive, early access to learn what your peers are doing

To thank you for your participation, Callan will give you exclusive, early access to the survey results. This way, you’ll get the most up-to-date information on DC trends and a powerful tool to analyze the activity of your peers in this area.

Who should take the DC Trends Survey?

The DC Trends Survey is intended for U.S.-based defined contribution plan sponsors. Whether you’re a member of staff, the committee, or board, we appreciate your engagement. We’d like to hear from those in your organization responsible for employee benefit programs.

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Your privacy is respected

All information provided in the survey will be kept strictly confidential (respondents will not be listed) and data results will be reported in aggregate. Please contact Patrick Wisdom or Scotty Lee with questions.

Explore our 2025 DC Trends Survey

Corporate DC Plans

Government DC Plans