Defined Contribution Consulting
Defined Contribution
Defined contribution (DC) plans have grown to become the most commonly used employer-sponsored retirement savings vehicle in the U.S. Best practices and fiduciary duties are rapidly evolving as well — driven not only by DC plan growth, but also the Pension Protection Act and mainstream acceptance of behavioral finance.

Marquette Associates provides defined contribution consulting services for more than 95 plans with $20 billion in assets, from corporate, public and Taft-Hartley clients to nonprofit and healthcare. Based on more than 20 years of experience and research, the Marquette approach to defined contribution plan stewardship focuses on helping plan sponsors adopt a robust governance and monitoring framework. Marquette believes that DC plan sponsors must adopt a governance framework in which the depth and quality of the investment lineup is equally important as the maximization of participant engagement, plan design and oversight of all vendors responsible for providing third-party services.
Marquette helps DC plan sponsors adopt frameworks that include:
  • Participant engagement maximization – Conduct participant surveys to learn behaviors and review vendor communication strategies 
  • Effective investment structure – From investment policy and optimal fund lineup to fund performance monitoring and ongoing manager research
  • Optimal program design – Establish reference points with peer group specific and broad market benchmark studies
  • Vendor management – Benchmark and monitor direct/indirect costs, and the level of service provided to the plan

Download PDFDefined Contribution Consulting Services Brief
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