Defined Contribution Plans:
Opportunities in 401K Plans, 403B Plans, & 457 Plans

Recently Released!!!
Date Published: July, 5, 2023
Summary PowerPoint Deck: 298 Slides
Reference PowerPoint Deck: 1,526 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


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