Products & Services

DCIO Partners


 American Funds

Since 1931, Capital Group, home of American Funds, has been focused on delivering superior, consistent results for long-term investors. We’ve earned retirement plans’ trust over generations by managing our funds the same way most people invest for retirement—with a long-term perspective and careful attention to risk. Defined contribution plans rely on our low cost investment and recordkeeping solutions to help them meet their fiduciary requirements.
  • Proven long-term investment success in every asset class
  • A target date series voted “best-in-class”*
  • The Capital SystemSM combines individual accountability with teamwork
  • Turnkey recordkeeping solutions to help you compete with confidence in a fee-based world
  • Advisors’ and plan sponsors’ #1 choice for best-in-class service and support*
As one of the world's largest asset management families, we serve a wide range of institutional investors, including defined benefit and defined contribution plan sponsors, endowments and foundations, financial institutions, governments, and sovereign wealth funds.

Sales Desk: 1-800-421-9900, option 2; View a map of key contacts here.

*Source: Cogent Wealth Reports: Retirement Plan Advisor TrendsTM, September 2017
Retirement is harder than ever before. That’s why many of the world’s largest DC plans trust BlackRock with their participants’ retirement futures. As an independent, global defined contribution investment-only provider, BlackRock provides a breadth of capabilities and depth of knowledge across asset management, plan design, client engagement, and participant communications.

Our dedicated DC professionals are committed to harnessing the same investment and risk management expertise and leading-edge technology that many of the world’s largest institutions turn to, so you can address the challenge of providing your employees with better retirement outcomes.

Sales Desk: 1-877-992-5532; View a map of key contacts here.

 Columbia Threadneedle Investments
As a leading global asset manager, we deliver a broad range of investment strategies and solutions to individual and institutional clients around the word.

With over 450 investment professionals in 18 countries, we manage $485 billion across various asset classes. Our team-based, risk-aware, and performance-driven approach delivers the consistent investment experience you and your clients demand.

Sales Desk: View a map of key contacts here.

 Dimensional Fund Advisors
Dimensional Investing is about pursuing a better investment experience. That means more than just returns. It means offering peace of mind because investors know that a transparent process backed by decades of research is powering every decision. For more than 35 years, we’ve seen the difference our approach has made in people’s lives. Our goal is to help people live better—not just years from now, but today. We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us.

Sales Desk: View a map of key contacts here.

Fidelity Investments is one of the world’s largest mutual fund and financial services firms, with managed assets of more than $6.8 trillion.* Fidelity Institutional Asset Management (FIAM) has been supporting financial advisors since 1946 to help them work with investors as they pursue their long-term financial goals.

FIAM offers investment management products, including Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, systematic investment plans, institutional money market funds, and a comprehensive line of retirement products to investment professionals, plan sponsors, and consultants at institutions nationwide.

We span the globe to provide financial solutions across the investment spectrum to help financial advisors respond to the ever-changing needs of investors. Our mutual fund lineup and products are designed to help your clients meet a wide range of investment objectives, asset allocation requirements, and risk tolerances.

Sales Desk: View a map of key contacts here.

*The Fidelity Investments data encompasses multiple affiliated companies, and is sourced from Fidelity Investments statistics and recordkeeping data as of 12/31/17.
 Franklin Templeton
For more than twenty years, Franklin Templeton has been dedicated to helping plan sponsors, in partnership with their advisors and consultants, make informed plan design, fiduciary, and investment-related decisions to help participants achieve retirement success. We are committed to providing our clients with plan-related insights and resources across a broad spectrum of industry topics, including: retirement income, collective investment trusts (CITs), health savings accounts (HSAs), retirement tier, legislative and regulatory support, and plan benchmarking.

Sales Desk: 1-800-530-2432; View a map of key contacts here.

 Goldman Sachs
At Goldman Sachs Asset Management, we partner with institutions and advisors to deliver thoughtful investment solutions with the goal of helping individuals achieve better retirement outcomes. We combine our global markets perspective with our individual retirement insights to inform a broad range of investment products designed to meet a diverse set of client needs. Established in 1988, Goldman Sachs Asset Management is one of the world’s leading asset managers with over $1.5 trillion in assets under supervision.*

Our team of dedicated, retirement-focused professionals partner with advisors and plan sponsors to deliver solutions across investment selection, menu design, and participant education. To augment these services, our team also provides access to Goldman Sachs thought leadership, such as capital markets, research, and retirement-specific insights.

Sales Desk: View a map of key contacts here.

*As of December 31, 2018
 Ivy Investments
Ivy Investments is global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals. Our roots date to 1937 and, over the years, we’ve built our time-tested investment process within an authentic and demanding culture—one that values preparedness, collaboration, and accountability. These values extend from our broad internal investing capability, which reaches all major asset classes, to our sub-adviser partners, to the distribution team that supports advisors and our clients.

Our approach seeks consistently to deliver highly competitive, long-term results. Our motivation is the understanding that it’s not our money we’re managing; it’s our investors’. It’s their trust that drives us. We work hard to earn it each and every day.

Sales Desk: 1-800-472-6330; View a map of key contacts here.

 J.P. Morgan
J.P. Morgan Asset Management is an award-winning retirement solutions provider committed to getting more plan participants across the retirement finish line. Our understanding of participants’ risks and behaviors is unparalleled, allowing us to empower plan advisors with industry-leading tools, products, and insights. The breadth and depth of our capabilities make us a truly experienced partner for plan advisors as they help their clients build stronger retirement plans. Learn more about our retirement solutions at

Sales Desk: View a map of key contacts here.

 Legg Mason
Legg Mason is a diversified global asset management firm with over a century of experience helping investors globally achieve better financial outcomes by expanding choice across investment strategies, vehicles, and investor access through a strategically-diversified portfolio of independent investment managers. The firm currently has over $767 billion in assets under management.*

Legg Mason has nine affiliates, each with an independent vision to help deliver powerful financial solutions for both individuals and institutions that offer specialized capabilities across a scope of asset classes and strategies:
  • Brandywine Global
  • Clarion Partners
  • ClearBridge Investments
  • EnTrustPermal
  • Martin Currie
  • QS Investors
  • RARE Infrastructure
  • Royce & Associates
  • Western Asset Management
Sales Desk: 1-866-807-0886, 203-703-6595, or 203-703-7576; View a map of key contacts here.

*As of December 31, 2018
 Lord Abbett
Lord, Abbett & Co. is an independent, privately held firm with a singular focus on the management of money. One of the oldest money management firms in the U.S., the firm has served the investment needs of generations of clients and advisors since 1929. Currently, Lord Abbett has 52 Partners led by Douglas B. Sieg, the tenth Managing Partner in the 90-year history of the firm, who is responsible for setting strategic direction and business management. Our vision is to be the most respected asset manager in the world—admired for our people, our performance, our relationships, and our agility.

Sales Desk: 888-522-2388; View a map of key contacts here.

For more than 90 years, MFS has actively managed investments—around the globe, across asset classes, and through a myriad of economic and market environments. While the opportunities and challenges have changed, we have kept our long-term perspective and cultivated MFS Active IntelligenceSM—our robust investment platform. Founded on integrated research, fortified by collaborative thinking, and supported by active risk management, our Active Intelligence drives information flow and effective decision-making. This is how we turn information into an analysis advantage, maintain our conviction, and allow enough time for our insights to help create the long-term value that drives better outcomes for clients.

Sales Desk: 1-800-343-2829; View a map of key contacts here.

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, Natixis offers over 200 active investment strategies that help clients pursue better outcomes in all markets. Encompassed in these offerings is a full range of retirement products representing every asset class, from equities and fixed income to alternatives and ESG (Environmental, Social, Governance), including the industry’s first ESG-driven target date mutual funds.

Sales Desk: 1-800-862-4863; View a map of key contacts here.

PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,400 professionals united by a single purpose: creating opportunities for investors in every environment.

Sales Desk: 1-949-720-6663; View a map of key contacts here.

Principal Global Investors provides a single point of access to a family of world-class investment boutiques. With their independent knowledge, the boutiques provide tailored alpha and beta strategies in both developed and emerging markets across the asset class spectrum.

Our specialized boutiques offer a small-company mindset in a large-company environment. The independent boutiques focus their time and expertise on delivering consistent investment results. That gives you the best of both worlds — worldwide market reach, core operational capabilities, asset management expertise, and market-leading investment solutions.

Principal’s DCIO team is connected with the top retirement advisors in the industry and as a strategic partner, should be leveraged to create access together as a strategic partner with Ascensus for 2019 and beyond.

Sales Desk: View a map of key contacts here.

Putnam has more than 30 years of experience working with defined contribution plan sponsors. We have insight on the products, support, and service you need to help participants invest for their futures. We offer:
  • A dedicated team of experienced DCIO professionals
  • An array of investment-only product solutions including Target Dates, Stable Value, and Large Value
  • Relationships with all major DC recordkeeper platforms and broker dealers
  • Industry-leading service, accessibility, and market research
Sales Desk: 1-978-974-3186; View a map of key contacts here.

 T. Rowe
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. With over 30 years of experience in the DC industry, T. Rowe Price is committed to helping you stay current and competitive in this very dynamic and rewarding market. To help improve outcomes, advisors need a consultative partner that can provide both asset management and vast retirement experience. We want to help you accomplish three things: learn more about the industry, build your book of business, and service your existing relationships.

Sales Desk: View a map of key contacts here.

Voya Investment Management is a leading, active asset management firm servicing both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions with $204 billion in assets under management as of December 21, 2018.

Sales Desk: View a map of key contacts here.
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