StarZero All shows Try the podcast clipper →

Defined Contribution plans

5 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2025 by Eric Mogelof · across every show →

Everything said about Defined Contribution plans, oldest first

Oct 9, 2025
Assertion Contradicted
Mogelof: Over 25% of 1990s DC assets were in company stock
“And so by the end of the nineties, more than 25% of all DC assets were in company stock.”
Eric Mogelof Oct 9, 2025 ▶ 11:03 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Oct 9, 2025
Assertion Supported
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.”
Eric Mogelof Oct 9, 2025 ▶ 12:20 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Oct 9, 2025 bullish
Prediction Open · timeframe Oct 2035
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.”
Eric Mogelof Oct 9, 2025 ▶ 27:44 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Oct 9, 2025
Assertion Supported
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.”
Eric Mogelof Oct 9, 2025 ▶ 11:57 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Oct 9, 2025
Assertion Supported
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.”
Eric Mogelof Oct 9, 2025 ▶ 13:24 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more