PIMCO's annual survey of DC consultants to large plans explored sponsors' priorities and their views on CITs and asset retention.
Graphic: The state of DC plans
Clients' top five priorities in 2021 (could select up to five)
Top three reasons to recommend a CIT over a mutual fund:
Assuming comparable performance, the minimum pricing difference to recommend a CIT over a mutual fund:
Clients’ views on retaining retired participants’ assets in their plan:
Source: Pacific Investment Management Co. LLC
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