Retirement Advisers See Increased Scrutiny on Fees, Services
Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.
Tag: DCIO
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
Putnam Adds Sustainable Retirement TDFs
Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.
New York Life Investment Management Names New CEO
The country’s largest mutual life insurer taps Naïm Abou-Jaoudé from a subsidiary to head its investment division, overseeing $371 billion...
Capital Group Names New CEO as Part of Leadership Changes
CEO Tim Armour will be replaced by Mike Gitlin in a wide-sweeping change at the top of one of the...
Getting Advisers Comfortable With the Future of Retirement Planning
DCIO is out; co-distribution is in, according to a panel discussion at the LeafHouse National Retirement Symposium.
DCIO Service Providers Report Significant Momentum
As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
TDFs, Passive Funds and Income Products Shape the DCIO Landscape
Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now...
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will...
DCIO Providers Under Increasing Sales Pressure
Leading distributors are consolidating assets, and new groups are growing in influence.
Retirement Industry People Moves
Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.
ICMA-RC Vantagepoint Funds Revamps DCIO Portal
Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web...