The State of the Defined Contribution Investment Only (DCIO) Market

Reporter: Lee Barney

Publication: PLANADVISER Magazine


Deadline: Apr 24, 2017 12:00 pm

Is the Defined Contribution Investment Only (DCIO) model due for changes? Investment managers are being pressed on fees, mutual funds are seeing competition from collective investment trusts (CITs) and managed accounts, many mutual funds are offering institutional and non-revenue-sharing share classes and sponsors are beginning to look for passively managed funds. What does this mean for DCIO providers? Is this prompting them to offer more services for advisers, such as due diligence meetings, investment committee meetings, practice management, research, conferences, sales training, plan benchmarking, target-date evaluation tools, lead generation for 401(k) plans, compliance support, access to ERISA counsel, sponsorship of designations, etc.?

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