Page 263 - DCAC Feb 2026 Files

Wall-Street firms, large advisory firms, and insurance brokers have been acquiring retirement plan
Many Recordkeepers are introducing new products and services to generate more revenue from
These services need to be objectively evaluated by experts without competing products or
Profitability relies on the ability to monetize participant assets with proprietary services,

Managed Accounts

including targeting them for cross-selling and wealth management services.
participant account balances by increasing proprietary offerings to participants.
New Risks for Retirement Plan Fiduciaries
consulting firms at an alarming rate, and many are backed by private equity.

Financial Wellness Programs

9

Proprietary Core and TDF Investments (CITs)

motivations. Individual Wealth Management

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