Guidance and resources for the DCIO market.
Our Defined Contribution Investment Only (DCIO) team provides retirement advisors and plan sponsors guidance and resources to help them make the most informed decisions about building and maintaining retirement plans for plan participants. In addition to our wide range of investment products, we also offer value-add programs to address the needs of the retirement advisor and plan sponsor community.
2022 DOL/ERISA Update Webinar Replay
In partnership with Groom Law, New York Life Investments hosted a webinar to provide updates covering rules that regulate retirement plans. Click here to access the replay.
Redefining Retirement Plan Services
Jose Barros, Chief Operating Officer of U.S. Retail Distribution and Head of DCIO Sales for New York Life Investments discusses ways you can help plan sponsors bridge the gap between the needs of plan participants and the benefits they offer in the retirement marketplace, based on research conducted in partnership with AARP.
Perception vs. Reality
New York Life Investments recently commissioned a research project which surveyed plan sponsors, plan providers and plan participants on their level of satisfaction with services provided and their opinion on each other. Our findings provide ample opportunity for retirement advisors to make a positive impact in the participants experience.
Redefining and Planning Retirement
New York Life Investments worked with valued partners to provide key findings and trends on what retirement means to different demographics and how to calculate the path retirement.
Featured Resources
Why Investment Style Matters
DCIO Quarterly Snapshot
Value Add for the Retirement Space
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance figures for all Funds reflect contractual waivers and/or expense limitations, without which total returns may have been lower. These limitations may be modified or terminated only with Board approval.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Click on the product name for the most recent overall risk-adjusted Morningstar ratings shown above, including ratings by share class and time period and the number of funds in each category. The Fund page also includes the prospectus, investment objectives, performance, risk and other important information.