Filed Under:Life Insurance, Life Planning Strategies

Two-thirds of DC plan assets have an advisor

The report shows that DCIO net flows as a percentage of firm net flows hit 25 percent in 2012.
The report shows that DCIO net flows as a percentage of firm net flows hit 25 percent in 2012.

New research reveals that two-thirds of private defined contribution (DC) assets are invested in plans that have an ongoing advisor/consultant relationship.

This finding is reported in third quarter 2013 edition “The Cerulli Edge — Retirement Edition,” which examines trends among defined contribution invest-only (DCIO) wholesalers and the role the retirement specialist advisors play in DCIO sales. The Cerulli Associates survey additionally provides quantitative insights regarding annuities and insurance, retirement income and individual retirement accounts.

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Nichole Morford

Nichole Morford
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