The 2012 DCIO Provider List (see below) includes the 41 firms actively selling to plan advisors. To be on the list, providers must have dedicated sales people calling on advisors in the DC market and must available on a majority of the platforms of national record keepers. Twelve of these 41 firms are in their own version of “401kHeaven” — as measured either by DC AUM or by annual flow driven by sales people, value add or outstanding performance in a unique category. While it seems so easy to be a DCIO provider, the reality is much different — and the window of opportunity is closing.
Click here for a pdf file of the list.
