Retirement Plan
Advisor Trends
Exploring the attitudes,behaviors and preferences of the most critical players in the distribution of DC plans
Retirement Plan
Advisor Trends
Exploring the attitudes,behaviors and preferences of the most critical players in the distribution of DC plans
DC advisors are assuming a greater role in the DC plan ecosystem. In 2020, nearly half of all DC plan sponsors work with a financial advisor and one-third say their financial advisor is their sole source of external expertise. DC advisors are also fielding ever-growing demands from plan participants in response to the COVID-19 pandemic. Perhaps because of their increasingly influential role, DC advisors are facing heightened scrutiny from lawmakers and regulators, while continual pressure on fees is causing advisory firms to reexamine their business models and search for efficiencies in service delivery.
Retirement Plan Advisor Trends examines the role of advisors across all channels, with a focus on retirement plan specialists managing over $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.
The report will enable subscribers to:
Understand Advisor Needs
Hear firsthand how DC advisors are adjusting to the COVID-19 pandemic
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:
Topical Themes:
Impact of COVID-19 Pandemic
DC Plan Investment Design
DC Plan Provider & DC Investment Manager Brand Equity
DC Plan Investment Design
Publication Date: September 2020
Deliverables: