Providers
Russell Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $13,000 |
Year ending 12/31/2013 | $13,400 |
Year ending 12/31/2012 | $11,300 |
TOP DCIO FUND | |
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Fund name | LifePoints Target Date Funds |
Fund assets ($MM) | $2,600 |
Portfolio manager | John Greves, Brian Meath |
Start date | 2010, 2014 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 30% |
Collectives | 70% |
Separate accounts | 0% |
Stocks | 40% |
Bonds (excluding stable value) | 15% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 45% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 5 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 30 |
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*Target-date, target-risk, balanced. |