Providers
J.P. Morgan
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $117,519 |
Year ending 12/31/2013 | $109,258 |
Year ending 12/31/2012 | $81,788 |
TOP DCIO FUND | |
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Fund name | Smart-Retirement Funds |
Fund assets ($MM) | $41,681 |
Portfolio manager | A. Lester, J. Geller, P. Jakobson^ |
Start date | 2006 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 45% |
Collectives | 37% |
Separate accounts | 18% |
Stocks | 30% |
Bonds (excluding stable value) | 13% |
Stable value | 10% |
Money market | 4% |
Asset allocation* | 42% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | |
Salespeople focused on institutional | |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 70 |
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*Target-date, target-risk, balanced.^Also M. Schoenhaut. |