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Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for recordkeepers and asset managers.

Summary

Study offers detailed profiles of advisors based on their focus on DC business – offering insights about their propositions, approaches to wellness and income, and expectations of partners such as asset managers and recordkeepers.

Reports in the Series

DC Advisor Views: Profiling the Advisors

Nov 5, 2020

Explore our profiles of Occasional, Medium, and Core DC Advisors.

Defined Contribution (DC) Advisor Views on Income

Oct 29, 2020

Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for record-keepers and asset managers.

DC Advisor Views: Financial Wellness Programs in the Workplace

Jul 9, 2020

Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.

DC Advisor Views: Fraud Prevention and Cybersecurity

Jul 29, 2020

DC advisors share their perspective on fraud prevention and cybersecurity in the institutional retirement space.

Related Research


Meet the Researchers




For more information, please contact ddupont@limra.com.