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The survey results present the experience/capabilities of 16 providers that offer full outsourcing and co-sourcing services to U
The 2022 Asset Owner IIA Winner hi-res logo for Efforts in Diversification
and the expectation for the frequency of portfolio transitions for 2023
The 2026 PLANADVISER Retirement Plan Adviser of the Year logo for Closing the Coverage Gap — MEPs/PEPs
who submitted responses for the survey
2025 PLANADVISER Defined Contribution Investment Only (DCIO) Survey Report Transition Management The survey results present the2025 PLANADVISER Defined Contribution Investment Only (DCIO) Survey Report The reach of defined contribution investment only marketplaceand how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms. Published August 2025, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey is now available in PDF format. Survey Report Details 25 Pages in Total, PDF
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