Soon to launch, Dimensional Managed DC is a personalized, risk-managed pension solution designed to provide retirees with an inflation-protected income stream for life.
Dimensional Managed DC will provide the best elements of defined benefit plans and traditional defined contribution plans in one, integrated retirement planning solution. Like a DB plan, Dimensional Managed DC is designed to provide participants with a monthly check in retirement. But like a DC plan, plan sponsors do not bear the costs and balance sheet risk associated with offering their employees a traditional pension plan.
Plan participants are given the opportunity to customize their plan based on the choices they make around required retirement income, retirement age, and how much they are willing to save. Dimensional Managed DC then builds an investment plan designed to target those goals—and offers feedback upfront and along the way as to the probability that the participant will achieve them.
For more information, visit the Dimensional Managed DC website.
In the US/Canada:
Austin Rosenthal
512-306-4464
austin.rosenthal@dimensional.com
In Europe:
Jan Snippe
+31 20 7085840
jan.snippe@dimensional.com
In Australia:
Mark Yetman
61 (2) 8336-7106
mark.yetman@dimensional.com.au
Dimensional SmartNest LLC is a subsidiary of Dimensional Fund Advisors LP. Dimensional Managed DC is a product licensed by retirement plan sponsors and fiduciaries who elect on their own behalf to make the program available to their plan participants. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. The underlying investments in Dimensional Managed DC are subject to market risks and may fluctuate in value over time. There is no guarantee of achieving the target income payout during retirement.
Dimensional Managed DC will provide the best elements of defined benefit plans and traditional defined contribution plans in one, integrated retirement planning solution. Like a DB plan, Dimensional Managed DC is designed to provide participants with a monthly check in retirement. But like a DC plan, plan sponsors do not bear the costs and balance sheet risk associated with offering their employees a traditional pension plan.
Plan participants are given the opportunity to customize their plan based on the choices they make around required retirement income, retirement age, and how much they are willing to save. Dimensional Managed DC then builds an investment plan designed to target those goals—and offers feedback upfront and along the way as to the probability that the participant will achieve them.
For more information, visit the Dimensional Managed DC website.
Contact Us
In the US/Canada:
Austin Rosenthal
512-306-4464
austin.rosenthal@dimensional.com
In Europe:
Jan Snippe
+31 20 7085840
jan.snippe@dimensional.com
In Australia:
Mark Yetman
61 (2) 8336-7106
mark.yetman@dimensional.com.au
Dimensional SmartNest LLC is a subsidiary of Dimensional Fund Advisors LP. Dimensional Managed DC is a product licensed by retirement plan sponsors and fiduciaries who elect on their own behalf to make the program available to their plan participants. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. The underlying investments in Dimensional Managed DC are subject to market risks and may fluctuate in value over time. There is no guarantee of achieving the target income payout during retirement.