by Wallace Blankenbaker | Nov 15, 2019
The 2019 defined contribution playing field is littered with potential disruptors that threaten to undermine the relatively stable plan retention metrics of the last decade. First, the pace of consolidation among all of the key players – asset managers, record...
by Wallace Blankenbaker | May 2, 2019
At our 2019 DCIO Executive forum, we discussed how recordkeepers, wire houses, aggregators, and consultants are all looking to offset fee pressure with investment revenue and the impact that has on the DCIO business. In many ways, these firms are fighting for control...
by Wallace Blankenbaker | Nov 8, 2018
In Chicago for our 2018 Annual Meeting, we discussed our views on how members must rethink their approach to innovation. Our view is that firms must change their strategy from investments in bells and whistles aimed at securing a new plan sale to advancements that...
by Wallace Blankenbaker | Oct 24, 2017
Plan Sponsors world has changed dramatically in 2017. The new Fiduciary Rule is here, and with it comes heightened fears about liability in offering a retirement plan. Healthcare is in the headlines daily, which has pushed retirement to the status of secondary...
by Wallace Blankenbaker | Jul 27, 2017
2016 proved to be trying year for DCIO firms. None of the problems were new – unprecedented flows to passively managed funds, a select few target date fund managers garnering the lion’s share of assets and law suits/legislation driving fees to record lows – but the...
