Providers
Great-West Financial
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $36,936 |
Year ending 12/31/2013 | $36,274 |
Year ending 12/31/2012 | $31,581 |
TOP DCIO FUND | |
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Fund name | Custom Stable Value Fund |
Fund assets ($MM) | $7,718 |
Portfolio manager | Cathe Tocher |
Start date | 1987 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 53% |
Collectives | 1% |
Separate accounts | 46% |
Stocks | 29% |
Bonds (excluding stable value) | 1% |
Stable value | 57% |
Money market | 0% |
Asset allocation* | 13% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | |
Salespeople focused on institutional | |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 244 |
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*Target-date, target-risk, balanced. |