Retirement Plan Advisor Trends examines the role of advisors across all channels, with a focus on retirement plan specialists managing at least $50M in DC plan assets. The report benchmarks the leading DC plan providers and DC investment managers on key brand equity and experience metrics to help firms grow market share and strengthen plan advisor loyalty.
NEW THIS YEAR: Use of alternatives, including how to increase recommendations, top selection criteria for private market investments, and sentiments on using liquid alts within DC plans; artificial intelligence sentiments and use of AI within current DC practice; cybersecurity protocols and data breach incidence rates; essential features on plan provider websites; recent thought leadership activity, most valuable content and demand for new topics; top selection criteria for managed accounts; insurance general accounts; opportunities to make DC advisor roles easier
The report will enable subscribers to:
Understand Advisor Needs
Hear firsthand what DC advisors need to better support plan sponsors and plan participants
Track Competitors
Track how your competitors perform on key brand, service and loyalty metrics
Strengthen DC Advisor Loyalty
Develop programs that match plan advisors’ expectations for service and support to build loyal relationships
Plan Advisor Profile
Practice Overview:
Topical Themes:
DC Plan Investment Design
DC Plan Provider & DC Investment Manager Brand Equity
DC Plan Provider & DC Investment Manager Use and Experience
Publication Date: October 2025
Deliverables: