How to Differentiate Yourself as a DC Specialist
An overview of how investment professionals can articulate their value in the evolving DC plan landscape, including key findings from sponsor research, best practices from industry analysis, and practical guidance for creating a value proposition and service agreement that address the spoken and unspoken needs of plan sponsors.
Set Yourself Apart
- Focus on the core competencies you bring to the retirement plan market
- Convey your expertise to DC plan sponsors
- Articulate the value you already provide into a distinctive value proposition
- Determine if your menu of services meets the needs of clients
- Package your combined services into a service commitment document for each client
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