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.
See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the Secure Retirement Institute and the Stable Value Investment Association.
Assisted living and medical care rank low on pre-retiree and retiree housing resource requirements. Affordability tops their lists, while low maintenance and closeness to family are distant seconds.