Providers
AllianceBernstein
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $34,218 |
Year ending 12/31/2013 | $34,578 |
Year ending 12/31/2012 | $26,008 |
TOP DCIO FUND | |
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Fund name | Target Date Strategies |
Fund assets ($MM) | $23,166 |
Portfolio manager | D. Loewy, V. Zlotnikov, P. Rudden, C. Nikolich |
Start date | 1995 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 23% |
Collectives | 13% |
Separate accounts | 64% |
Stocks | 22% |
Bonds (excluding stable value) | 10% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 68% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 11 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 105 |
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*Target-date, target-risk, balanced. |