How to Differentiate Yourself as a DC Specialist

How to Differentiate Yourself as a DC Specialist

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

This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (“Voya IM”) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial data. Actual results, performance or events may differ materially from those in such statements. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Voya IM assumes no obligation to update any forward-looking information.

Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.

IM1056438