Upcoming Webinar: DCIO Evolution

Join us June 8 at 2 p.m. EST for the next edition of the 2021 Practice Progress webinar series!

Marking its 10th anniversary in 2021, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey has been chronicling the slow but steady changes remaking this important marketplace. As our panelists will discuss, the evolution has been considerable. For example, the stable-value and insurance-based products that were common many decades ago now make up only 10% of the market, and nearly two-thirds (65%) of assets reside in asset-allocation or equity-based products.

Among other trends, the panel will describe how this transformation was fueled by the explosive growth in access to mutual funds, which captured more than 70% of DC plan assets earlier this decade before falling to 56% in 2020. Attendees will also hear about what the panel expects to come next for DCIO providers, which face consolidation pressures and fee compression similar to many other parts of the investment industry.

Sign up for the live webinar event here: https://www.bigmarker.com/PLANADVISER/Practice-Progress-Evolution-in-the-DCIO-Provider-Landscape