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Deb Dupont; Mark Paracer; Ryan Scanlon 10/28/2020
Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for recordkeepers and asset managers.
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.
Explore DC advisor perspectives on retirement income investment options in DC investment lineups, and as individual income strategies.
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.
Explore our profiles of Occasional, Medium, and Core DC Advisors.
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.
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 advisors share their perspective on fraud prevention and cybersecurity in the institutional retirement space.
Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.
Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.
Assistant Vice President, Workplace Retirement Research
LIMRA and LOMA
ddupont@limra.com
Mark Paracer is responsible for conducting research on retirement plans. He currently is the project director on the U.S. Retirement Plans study, the 401(k) Scorecard, the Stable Value and Funding Agreement Products, and the In-plan Income Guarantees study. He also runs the Stable Value, Strategic Retirement Research Network, and the In-plan Guarantee study groups.
Prior to joining LIMRA in 2012, he spent 15 years in a variety of roles including competitive intelligence, operations, marketing, sales, and product development in the mutual fund, life insurance, and banking industries. Mark received his B.A. in economics from the University of New Hampshire.
Assistant Research Director
LIMRA
mparacer@limra.com
Analyst
Secure Retirement Institute
rscanlon@limra.com
Access the latest information, research, training programs, and software for fraud prevention.
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?
The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training.