Exploring the Attitudes, Behaviors and Preferences of the Most Critical Players in the Distribution of DC Plans
Competition in the defined contribution (DC) market is intensifying. To maintain profitable relationships with financial advisors managing DC assets, asset managers must align their investment products and value-added offerings with plan advisor needs. Similarly, for recordkeepers to grow and retain business, it’s imperative that
they ensure the right tools and services are available to plan advisors.
Retirement Plan Advisor Trends™ examines the role of advisors across all channels, with a specific focus on retirement plan specialists. The report enables plan providers and DC investment managers to pinpoint competitive strengths and weaknesses in brand and key plan advisor experience metrics to grow market
share and strengthen plan advisor loyalty.
Grow Market Share
Uncover the criteria plan advisors use when making recommendations and ensure your firm earns a place in their consideration set to grow
Track how your competitors perform on key brand, service and loyalty metrics
Strengthen DC Advisor Loyalty
Develop programs that match plan advisors’ expectations for service and support to build loyal relationships