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Defined Contribution

The combination of our consulting experience and research efforts allows us to deliver proactive strategic consulting and leadership

Regarded as one of the premier defined contribution consulting practices in the United States, NEPC partners with our clients as a fiduciary to control the business risks associated with operating plans and help deliver the benefits intended. We apply our expertise to every facet of plan development and implementation, including: plan design, the evaluation of service providers, provider and manager searches, and the review of each client’s investment structure.

More specifically, the combination of our consulting experience and research efforts allows us to deliver proactive strategic consulting and leadership in areas such as:

  • Target date fund selection and evaluation;
  • Custom target date fund creation;
  • Glide path design;
  • Use of non-traditional investment products;
  • Income solution products;
  • Use of non-mutual fund products;
  • Solutions that incorporate active and passive management; and,
  • Fee transparency.

We believe it critical that participants save early, save more, and diversify. Therefore, we’re a strong proponent of auto features such as automatic enrollment and salary deferral rate escalators. Our point of view — that clients need fewer funds, lower fees and more complete fee disclosure, better target date funds and that there’s a role for income solutions — has been sought out in Washington, D.C., where we’ve presented our research and recommendations to congressional subcommittees and various officials working toward pension protection.

As a thought leader, our consultants and analysts stay abreast of the latest industry trends, legislation, investment products and services.  In addition to white papers, we have written more than thirty letters to clients over the past five years on topics related to defined contribution plans, including capital preservation funds, revisiting the Roth 401(k), and the impact of new regulations.

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Christine A. Loughlin, CFA, CAIA

Partner

How we Help our clients

We recognize the challenges you face in leading employees to a comfortable retirement. Our experts help relieve your fiduciary burden and deliver leading plans designed to encourage participants to save more and invest appropriately for retirement.

Find out how we can help you

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