An In-depth Look at the Key Parties and Factors Involved in the Evaluation and Selection of DC Plan Providers and Investment Managers
Acquiring new business in the defined contribution (DC) market is a complicated matter, involving multiple influencers and decision-makers. Asset managers and plan providers often struggle to find the right combination of outreach to the various parties involved and, as a result, end up wasting time and resources.
DC Market 360°™ examines the process of evaluating and selecting DC plan providers and investment managers from three critical perspectives: DC consultants, heavy DC advisors and DC plan sponsors. From each viewpoint we’ll uncover insights on triggers for switching, the search for new providers and the key criteria impacting selection. This research effort will arm firms competing in the DC market with unique knowledge of the levers to pull and facets to leverage to maximize firms potential of winning new business.
Sharpen Sales Tactics
Identify key influencers and decision-makers and how and when to reach them
Maximize Winning Potential
Understand the factors critical to selection among consultants, advisors and plan sponsors
Improve Marketing Effectiveness
Integrate targeted messaging into marketing content to increase the efficacy of communication efforts
Heavy DC Advisors
DC plan sponsors likely to switch plan providers and/or DC investment managers
DC advisors managing $50M+ in DC AUM and Consultants focused heavily on servicing DC clients