The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
Tag: DC plan investments
Retirement Savers Show Confidence in Current 401(k) Model
A recent ICI survey found that a majority of Americans dislike the idea of government-controlled investment options and are confident...
Weighing Active Management in DC Plans
Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which...
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.