It’s fair to say that 2022 was an eventful year for defined contribution (DC). On the regulatory side, the Department of Labor published their final rule intended to remove barriers to considering ESG in retirement plans in November, and shortly after, Congress passed SECURE 2.0.
With these meaningful trends at the forefront, one perennial “hot topic” that seems to have taken a back seat is white label funds. This is surprising given that nearly $1 trillion in white label assets are managed by institutional consultants. With that in mind, we sought to take a fresh look at custom white label funds to reassess their potential value.
Download the white paper here.