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PIMCO study shows shift in retirement plan investment menus

PIMCO study shows shift in retirement plan investment menus

More than half of institutional consultants expect most of their plan sponsor clients to add active non-core fixed income options to retirement menus, according to PIMCO's 20th Annual Defined Contribution Consulting Study. The survey also found 45% of consultants anticipate increased adoption of multi-asset inflation hedging strategies.

"Fixed income markets have changed significantly over the last decade, but most DC plan menus still reflect a narrower, legacy opportunity set," said Rene Martel, PIMCO's Head of Retirement. "What we're seeing in this study is a clear shift: consultants and plan sponsors recognize that participants need access to a broader range of fixed income solutions."

The study, which collected responses from 36 consulting and advisory firms representing over $10.2 trillion in DC assets between January 5 and February 16, 2026, highlighted several trends. Nearly 80% of consultants expect plan sponsors to move toward blended target-date funds that combine active and passive management. About half of consultants and 91% of aggregator firms ranked private credit among the most likely private assets to be added to menus. Demand for customized target-date funds is rising, with 46% of aggregators anticipating increased adoption of fully customized TDFs and 85% expecting interest in participant-personalized TDFs.

Retirement income is becoming a core component of plan design. More than half of plans working with consultants already offer in-plan retirement income solutions, and 93% of aggregators plan to add such options within the next year. The study also found that aggregators are investing heavily in participant education and guidance, with 93% offering one-on-one financial planning.

Photo: Cht Gsml via Unsplash. Photo is illustrative and not from the scene.

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