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Defined Contribution in Context

DOL’s Big Changes for Protecting Retirees? Progressive DC Plans Are Way Ahead

Posted by Richard Davies on Mar 9, 2016

The US Department of Labor (DOL) is only a few weeks away from issuing its final enhanced fiduciary rules. And they’re going to change the way Americans manage their retirement savings.

Are you a DC Leader?

  1. 1. What is the average size of the DC plans you manage?*

    Less than $1M
    $1M to $10M
    $10M to $20M
    $20M to $50M
  2. 2. Of your total book of business, what % of your revenue is from DC plans?*

    Less than 20%
    20% - 40%
    40% - 60%
    More than 60%
  3. 3. What is the biggest challenge you face in the DC marketplace?*

    Differentiating from competition
    New fee disclosure regulations
    Fiduciary limitations
    Helping participants prepare
    for a secure retirement
    Concern over litigation cases
    Regulatory changes

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