Providers
CUNA Mutual Retirement Solutions
DC ASSETS | |
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DC assets ($MM) | $14,762 |
In plans with ≤ 50 participants | 35% |
In plans with >50–500 participants | 55% |
In plans with >500 participants | 10% |
PLANS | |
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Total DC plans | 7,107 |
% serviced by Third Party Administrator | 2% |
FEE STRUCTURES | |
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Upfront commission (front-end load) | |
Finder's fee | |
Ongoing trail/commission | |
RIA fees/Hard-dollar fees | |
ERISA account/budget |
SUPPORT SERVICES FOR ADVISERS | |
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DC plan benchmarking | |
Access to ERISA counsel | |
Offers CE-eligible DC-specific training | |
Supports Advisor Managed Accounts |
RELATIONSHIP MANAGEMENT (RM) TEAMS | |
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Average case/client load (# plans/person) | 60 |
Average tenure with recordkeeper | 5 years |
Average years of experience in retirement | 18 years |
Dedicated RMs for NQDC plans only? | |
Dedicated RMs for 403(b) plans only? | |
Dedicated RMs for 457 plans only? | |
Advisers given choice of RMs to support clients |
NR = Not Reported. NA = Not Applicable. |