DCIO Business Building Suite

We help financial advisors develop tactics to seize opportunities in the defined contribution (DC) market. This includes new ways of thinking about plan design, and ideas about niche products and asset classes not often seen in the DC marketplace. Our business building resources are designed to help you differentiate yourself to attract and retain clients.

  • Strengthening Fund Lineups – OppenheimerFunds recommends eight steps to help plan sponsors carefully and deliberately evaluate their fund lineup —helping to create a simple, yet sophisticated plan. A solid, diligently selected fund lineup can help participants meet their retirement readiness goals and plan sponsors manage their fiduciary responsibilities.
  • Considering the Value of Custom Models – Many plan sponsors offer target date funds in their plan menu, but for greater flexibility and control they may want to consider using custom target date funds (TDFs) instead. This brochure takes a look at the growing trends and how custom models may be a better fit for retirement plans.