The report will enable subscribers to:

Grow Market Share
Uncover the criteria plan advisors use when making recommendations and
ensure your firm earns a place in their consideration set to grow market share

Track Competitors
Track how your competitors perform on key brand, service and loyalty metrics

Strengthen Advisor Loyalty
Develop programs that match plan advisors’ expectations for service and support to build loyal relationships

Plan Advisor Profile

Practice Overview:

• Distribution of DC plan producers by DC AUM
• Comparison of Emerging vs. Established producers
• Number and size of DC plans managed
• Most important aspects of plan advisor, sponsor and participant
  support

Topical Themes:

• Availability, types and components of financial wellness programs offered
• Usage/interest in multiple employer plans, health savings accounts and 401(k) student loan matching
• Impact of SECURE Act on DC advisory model

DC Plan Investment Design

• Number and types of investment options recommended
• Number of target date fund providers used
• Target date fund selection criteria and brand recommendations
• Types of qualified default investment alternatives (QDIAs) offered
• Availability and types of retirement income solutions offered

DC Plan Provider & DC Investment Manager Brand Equity

• Awareness, impression and consideration of leading plan providers and investment managers
• Performance on critical brand attributes that drive selection
• Consideration of DC investment managers by asset class and product type
• Strengths, weaknesses and growth potential of the leading firms
• Brand engagement within the past six months across 12 types of contact

DC Plan Investment Design

• Number of plan providers and investment managers used
• Overall market penetration of the leading firms
• Satisfaction with and loyalty to current DC plan providers and DC investment managers
• Performance on critical service and support ratings that drive satisfaction and loyalty
• Recent changes in DC plan provider and DC investment manager recommendations
• Reasons to stop recommending DC plan providers and DC investment managers