Research Reports

According to IOMA's exclusive survey, 62.2% of all sponsors would like to increase plan participation, 47.1% plan to enhance their communications programs, and over 25% say they'd like to help participants improve their asset allocations.

Gain new ideas and a fresh perspective on what might work best for your own plans by seeing what other plans are doing and how they are planning to approach the future.

If you are interested in increasing participation among employees, learning more about lifestyle funds, or if you would like to assess how the 401(k) industry is changing—or how it is remaining the same, IOMA’s Annual Defined Contribution Plan Report, 2008 Edition is a must-read report for you.

With survey responses from over 300 sponsors representing 12 industries, the 2008 edition of IOMA’s defined contribution survey provides new data and original analysis in key areas such as:

• asset allocation
• communications programs for participants
• fees
• fiduciary issues
• investment advice
• new types of investment funds
• investment policies and strategies
• administrative and investment trends
• ideas about the role government plays in plan operations
• future considerations and priorities

As in past years, the survey behind this report looks at a broad segment of defined contribution plans— from small to large, from the East Coast to the West Coast, from a dozen different industries, from those seeking change to those hanging on to the status quo—to give you the most relevant information for your organization.

No-Risk Web Offer: You get IOMA's Ironclad 100% Money-Back Guarantee: if you're dissatisfied with your print report for any reason, return it within 30 days and you'll receive a full refund — with no questions asked. (Sorry, IOMA cannot grant refunds on electronic purchases.)

Preview this report's Introduction and Table of Contents and Table of Figures.