Defined Contribution Consulting

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.

Robust governance & monitoring

Marquette Associates provides defined contribution consulting services for more than 119 plans with $29 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:

To learn more, download our defined contribution overview:

Defined Contribution Consulting Services Brief

Featured Experts

Kweku Obed, CFA, CAIA | Managing Partner

Kweku chairs the defined contribution services committee and is a frequent speaker at industry conferences.

Nichole Roman-Bhatty, CIMA® | Managing Partner

Nichole is the director of religious services and is also chair of the impact investing group.

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