Defined Contribution Plan Sponsors
Customized, Cost-Effective, Compliant Solutions
Today, defined contribution (DC) plan sponsors face an array of new challenges including appropriate savings rates, effective investment vehicles, fee transparency and regulatory compliance. To build an attractive and competitive plan that will meet their employees' needs, sponsors carefully select business partners, including asset managers, for their employees' investment options. Plan sponsors require world-class investors with institutional experience who also understand their business requirements. Wellington Management has worked with defined contribution assets for decades and understands the needs of plan sponsors. We provide approximately 100 plan sponsors a broad range of investment options.
Working alongside our clients and often with their consultants as well, we have developed a suite of customized, cost-effective, compliant solutions with these important advantages:
- Focus on the special wealth-building and retirement income needs of plan participants
- Comprehensive selection of daily-priced commingled trust pools, including an innovative lifecycle line-up
- Daily-priced separate accounts
- Diligent monitoring of regulatory changes
- Careful coordination with plan sponsors, custodians, consultants and record keepers
Features:
Learn more about the way we serve clients in our Case Studies.
Wellington Management provides investment education and information for our clients in a number of ways.