State of DCIO 2014: The Emerging Role of the Specialist Advisor

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This report examines the defined contribution investment-only (DCIO) market, with a focus on mutual fund-based small- and mid-sized plans. In an increasingly complex regulatory environment, plan sponsors are turning to external advisors to guide them in managing the plan from both an investment and fiduciary liability perspective. This has led to an emergent class of advisors and consultants who are nearly exclusively focused on defined contribution (DC) plans, and have become a key influence point for asset managers seeking DCIO flows.

Reasons To Purchase:
  • Understand the unique class of advisors and consultants who focus on the DC marketplace
  • Review asset class and investing trends in DC plans
  • Benchmark and structure asset manager DCIO salesforces and compensation
  • Examine the magnitude of retirement specialist advisors and the definition of this group
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