Defined Contribution Plans:
Opportunities in 401K Plans, 403B Plans, & 457 Plans
Recently Released!!!
Date Published: June 26, 2024
Summary PowerPoint Deck: 330 Slides
Reference PowerPoint Deck: 1,562 Slides
The purpose of this research is to provide readers with a comprehensive understanding of defined contribution plans, including 401K plans, 403B plans, & 457 plans. Defined contribution plans have been rapidly taking market share from defined benefit plans. This research is part of Tiburon's broader coverage of retirement plans and its even broader coverage of the institutional markets.
This research outlines the history of the defined contribution plans market, including:
Date Published: June 26, 2024
Summary PowerPoint Deck: 330 Slides
Reference PowerPoint Deck: 1,562 Slides
The purpose of this research is to provide readers with a comprehensive understanding of defined contribution plans, including 401K plans, 403B plans, & 457 plans. Defined contribution plans have been rapidly taking market share from defined benefit plans. This research is part of Tiburon's broader coverage of retirement plans and its even broader coverage of the institutional markets.
This research outlines the history of the defined contribution plans market, including:
- Emergence Phase
- Growth Phase
- Maturization Phase
The research defines distinct markets of the defined contribution plans market, including:
- 401K Plans
- 403B Plans
- 457 Plans
This research addresses the investment product usage within defined contribution plans.
And the research makes several predictions for the future of the defined contribution plans market, including:
- Moderate Growth for Defined Contribution Plans
- Fastest Growth for 401K Plans
- Increasing Use of Collective Investment Trusts, Exchange Traded Funds, & Separately Managed Accounts
- Continual Trend Towards Indexing
- Target Date Funds & Managed Accounts to Continue to Dominate Assets Under Management
- Incorporation of Sustainable Investing (ESG) Funds
- Fee-Based Financial Advisors (RIAs) to Capture Market Share
Tiburon Member Access:
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Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
