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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.

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.

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.

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.

LIMRA’s New Consumer Sentiment Study Reveals Ideological Split in Perceptions about the Economy and Response to COVID-19

There is a growing divergence in consumer perceptions about the economy and COVID-19 based on ideology, according to the latest results of LIMRA’s Consumer Sentiment Survey.

Industry Strong Resources — August 19, 2020

This Week — August 19, 2020: ▶Life & Retirement Virtual Conference ▶Group & Worksite Benefits Virtual Conference ▶Extending the Life Insurance Value Proposition ▶Revised Course Explains Marketing's Role in the Customer Journey ▶U.S. Individual Annuity Yearbook ▶Consumer Sentiment in the Time of COVID-19 (July 2020)

Coronavirus (COVID-19)

Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.

Consumer Sentiment in the Time of COVID-19 (May 2020)

Jun 9, 2020

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?