Defined Contribution Plans
topic on 1 show · 5 statements across 1 episodes
5 statements about Defined Contribution Plans, every show
Mogelof: 401(k)s will hit 10-15% private market allocations within a decade
“There's no doubt in my mind in a decade from now, we will see very meaningful allocations within that DC market to private markets. Whether it's 10%, 15%, it's going to be really, really big.”
Mogelof: Over 60% of new DC inflows flow into target date funds
“I should mention, north of 60% of all new flows in DC are going into target date funds.”
Mogelof: Defined Contribution assets are virtually entirely in public markets
“There is very little money in DC today that's in alternatives or private markets. Small amounts, very bespoke plans, but virtually all of the allocations today are sitting in public markets.”
Mogelof: 40% of DC assets are in target date or managed accounts
“If you look at where we are today, roughly 40% of all DC assets are in some type of investment solution, whether it's a Off the shelf target date fund, a custom target date fund, or some sort of managed account.”