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COVID-19: Defined Contribution Advisor Response

Nov 11, 2020

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.

What Do They Want? Defined Contribution Advisor Preferences and Priorities (2018)

Jan 28, 2019

Defined contribution advisors are unique in the financial advisor community. See how their preferences and priorities further differ based on their DC assets under advisement (AUA) and type of DC compensation.

Defined Contribution (DC) Advisor Views Series

Oct 28, 2020

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

Defined Contribution Advisors: Doing Business in a COVID-Impacted World

11/12/2020 12:00 PM EST - 12:45 PM EST

NGM principal Chris Bailey shares insights from three “waves" of DC advisor research, exploring advisor expectations and adjustments to the COVID and market crises of 2020, comparing results from March, May, and September.

LIMRA's Defined Contribution Advisor Insights

1/29/2018 12:00 PM - 1:00 PM

Understanding the advisors who sell Defined Contribution plans is critical for companies – particularly recordkeepers and other service providers – who want to succeed in the DC space.

COVID-19 Expected to Have a Short-Term Impact on Defined Contribution Plan Sales

The coronavirus pandemic and the resulting social distancing measures have disrupted many aspects of the economy. Employers — many who are dealing with the potential of lower revenue and managing remote work arrangements and the uncertainty of when things will return to normal — may choose to delay or cancel plans to put their defined contribution (DC) plans out to bid. This would significantly impact DC plan sales in 2020.

Almost Three Quarters of Defined Contribution Advisors Offer Financial Wellness

According to LIMRA Secure Retirement Institute (LIMRA SRI), 73 percent of advisors report that they specifically offer financial wellness support in their defined contribution (DC) plans.

Defined Contribution Retirement Income Strategies Roundtable

Committees are a great way to engage in our business and help drive initiatives going forward that are important to our members