Strategy, Structure and Channel Management

Retirement Research Inc, January 2012

An In-depth Look at DC Product Distribution in a Changing Market

- Describes Traditional Sales and Sales support models and the changing landscape in working with retirement plan advisors, particularly fee-based advisors and RIAS.
- Discusses TPAs as both a distribution channel and partner including the evolution of TPA products and the emergence of TPAs working with RIAs as well as growing competition from fully-capable TPAs.
- Also explores implications for Sales & Sales Support (strategy, structure, staffing) for platform providers and DCIO Marketers.

Customers who bought this item also bought

• Strategy, Structure and Channel Management
• Customer Service Strategy, Structure and Models
• Working with Today's Retirement Plan; Third Party Administrators (TPAs)
• 403(b) Market Overview
• Working with Today's Retirement Plan Advisors
• Cerulli Edge - U.S. Edition Topic: Institutional and Retail Convergence
• Evolving Trends in DC Investments, Fee Transparency and Fiduciary Services
• Health Insurance Industry in India
• Retirement Income Market Overview
• India Health Insurance Market - Players & Their Policies