The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.
- Report File 1
NMG DC Advisors Response to Market Volatility & COVID-19: Wave 3
- Report File 2
Defined Contribution Plan Sponsor and Advisor Reactions
- Report File 3
COVID-19 Crisis: Defined Contribution Advisors Adaptations to Social Distancing
- Report File 4
COVID 19: Defined Contribution Advisor Response
- Report File 5
NMG DC Advisor Response to Market Volatility & COVID-19: Wave 2
- Report File 6
NMG DC Advisor Response to Market Volatility
The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plan sales.
Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.
DC advisors share their perspective on recordkeepers and asset managers in the institutional retirement space.
As the wave of Boomers retiring without pensions increases, the notion of using a DC plan to generate retirement income becomes increasingly critical; industry leaders weigh in on this important dynamic and the in-plan income market.