Research

published in October 2015

The 2015 Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers. After all, advisers can—and usually do—work with many of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth, endeavors to gain insight from the adviser community about how providers and funds are selected, and which are the favorites each year.

published in June 2015

2015 DCIO Survey

Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their Defined Contribution Investment Only (DCIO) businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion (8%) increase in DCIO assets from year-end 2013 to year-end 2014, and a $63 billion (2%) increase in just the three months between 12/31/2014 and 3/31/2015.