Boston, August 31, 2022 –確定拠出年金運営管理サービスを提供する事業者は、確定拠出年金に関与する三者(顧客企業/その従業員/年金プラン構築を支援するブローカー/コンサルタント)すべてが納得する仕組みを構築する必要がある。更に、コストを削減し利益率を確保しながら、資産運用会社/銀行などと競合しなければならない。
本レポートでは、企業型確定拠出年金に関する運営サービスの事業トレンド、ビジネス/テクノロジーに関する課題をまとめるとともに、テクノロジー投資事例10ケースをご紹介する。執筆にあたっては、顧客との会話/アナリストの経験に加え公表されている情報/出版物を参照した。
本レポートには、図1点と表2点が含まれています(全36ページ)。Life, Annuities, & Benefits service をご契約のお客様は、本レポートをダウンロード頂けます。
このレポートでは、AIG, AllianceBernstein, Allianz Life Insurance Company of North America, Allianz Life Ventures, Alto, Ascensus, Barings, Blackstone, Capitalize, Corebridge Financial Inc., Empower Retirement, Equitable, Everdays, Fidelity Investments, Great-West Financial, Great-West Investments, Human Interest, InterGen Data, John Hancock, Legal & General Investment Management (Holdings), Lincoln Financial, Manifest, Manulife, Manulife Investment Management, MassMutual, MetLife Investment Management, MFS Investment Management, Micruity, Mutual of Omaha, Nationwide Ventures, New York Life Investments, Newport Group, NextCapital, Northwestern Mutual, Nuveen, Optimity, Pacific Life, Penelope, PIMCO, Principal Financial, Principal Global Investors, Prudential Financial, Putnam Investments, Realworld, SAVVI Financial, The Standard, Sun Life Financial, TAG Resources LLC, TIAA, Transamerica, Truist Financial, Vanguard, Vantis Life, Vestwell, Voya Financial, Voya Investment Management, Western & Southern Financial Group に言及しています。
About the Author
Nancy Casbarro
Nancy Casbarro is Head of Insurance Advisory at Datos Insights. She has over 30 years of insurance technology experience, most of which were spent in senior IT leadership positions at MetLife. Most recently, Nancy served as the IT Solutions Delivery Vice President for the Group Benefits business at MetLife, supporting products, claims, underwriting, distribution development, and national accounts. Nancy also has...
Other Authors
Steven Kaye
Steven Kaye is Head of Knowledge Management at Datos Insights, and lead editor of the firm’s Business and Technology Trends in Insurance series. He has managed a wide range of research projects since joining the firm in 2008. Previously, Steven worked for Accenture as an insurance researcher focused on the U.S. life and property/casualty markets. He also served in both knowledge management...