Research Reports

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According to the recent IOMA survey results, an overwhelming 88.8 percent of survey respondents cited poor market conditions as their top concern.

In this uncertain economic climate, it is more important than ever to asses where the industry is today and where it is heading.

With this best-selling IOMA Research Report, you can strategize for 2010, review the success of your current plan—and, gain new ideas and a fresh perspective by seeing what other plans are doing and how they are planning to approach the future.

If you'd like to increase participation among employees, learn how to communicate with and counsel participants who saw their retirement savings slip away, or understand the benefits of lifestyle funds, IOMA’s Annual Defined Contribution Plan Report is a must-read report for you.

With survey responses from over 300 sponsors from both small and large organizations, the 2009 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 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.)