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401(k) Defined Contribution Investment Only (DCIO)
9 posts
As defined by Investopedia, a defined contribution (DC) plan is a retirement plan that’s typically tax-deferred, like a 401(k) or a 403(b), in which employees contribute a fixed amount or a percentage of their paychecks to an account that is intended to fund their retirements. In addition, the sponsor company can match a portion of employee contributions as an added benefit.
Morningstar Retirement, Nuveen Collaborate to Offer TIAA Secure Income Account
Deferred fixed annuity is designed to be used within a managed accounts program or custom target date model portfolio
DCIO Experts Address Looming Industry Challenges, Opportunities: LNRS 2021
'We have to figure it out because there are big companies with big checkbooks that could put us out of business'
RIA Aggregator Influence Grows in Defined Contribution Space
And DCIO managers are focused on the growing influence RIA aggregators have in deciding DC plan investments
CITs On Pace to Overtake Mutual Funds in DC Plans by 2025
Fueled by demand for lower-cost vehicles, Sway Research says DCIO assets invested in collective investment trusts will surpass $2 trillion in 2021
Two Titans Team to offer Retirement Plan Investment Data
Fintech giant Broadridge Financial Solutions and research and consulting giant Morningstar announced Thursday that they’ve reached an agreement…
How Investment Managers Should Access the 401k Market
Target date competition is tough and getting tougher, so what’s an investment manager looking to break into the…
Why Strategic Beta is Right for 401(k)s (and Vice Versa)
401(k) fee pressure may cause more active managers to look to strategic beta strategies in order to keep…
DCIO Growth Flatlines in 401k Space
Just how fast is the transition from asset accumulation to distribution (or decumulation) occurring? Growth in the defined…
MassMutual Announces Major DCIO Initiative
MassMutual Retirement Services is launching a new sales and operations team to “more aggressively compete in the defined…