Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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MassMutual Funds

TOTAL DCIO ASSETS ($MM)
Q1 2018$31,984
Year ending 12/31/2017$28,208
Year ending 12/31/2016$23,000
Total DCIO funds40
TOP DCIO FUND
Fund nameMassMutual Select Mid Cap Growth Fund
Fund assets ($MM)$6,444
Portfolio managerB. Berghuis, S. Knightly, C. Scarpa
Start date2000, 2010
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collective investment trusts0%
Separate accounts0%
Stocks70%
Bonds (excluding stable value)10%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)19%
% Active/Passive85%/15%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS35

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.