Nearly half of the $ 1.3 trillion advisor - sold defined contribution market is controlled by what Cerulli calls «retirement specialists,» which the firm defines as advisors that generate at least half of their revenue from defined contribution retirement plans. (thinkadvisor.com)
Prior to joining CSIM, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $ 40 billion in assets from leading retirement plan sponsors in the defined contribution market. (schwabfunds.com)
«This planned acquisition adds a unique asset class to our very substantial fixed income business and gives us the opportunity to manage assets in the defined contribution market. (planadviser.com)