FRC's third study on the Investment-Only Defined Contribution (IODC) market focuses on strategic and tactical business needs that are necessary in this increasingly competitive marketplace.
FRC delivers the most comprehensive, single resource for Investment-Only Defined Contribution executives developed through rigorous analysis of asset manager and platform gatekeeper surveys. FRC's survey respondents represent more than one-quarter of IODC assets, and deliver critical perspectives from firms of various sizes and experience levels. This study slices the marketplace by average balances and other key metrics. As investment managers adjust to the DC marketplace and approach DC platforms, there is an evolving need to make major changes to their organizations' staffing and support services. FRC offers eight options for improving business, as well as advice for managers on product development, structures, and strategies.
In this study, FRC provides detailed analysis on the following topics:
IODC market-sizing
Auto-enrollment modeling
Competitive benchmarks
Emerging and existing players
Platform and manager selection
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