2012 TRO Buyer's Guide

Inside the Guide

Published in PLANSPONSOR July 2012

Navigate Research


back to top

PLANSPONSOR’s annual TRO Buyer’s Guide questionnaire was included as a subset of the questions for the DC Recordkeeping Survey (see PLANSPONSOR, June 2012), distributed to providers of full-service and unbundled recordkeeping for defined contribution (DC) plans; we received 31 complete responses this year from providers of TRO services. 

The questionnaire, which asked for information pertaining to each provider’s TRO assets, number of plans and product and service capabilities, was available for providers to complete online between March and late April. All data are as of December 31, 2011.

Although the table that follows provides a wealth of information, it contains only a small portion of each provider’s responses to the survey. To purchase an Excel spreadsheet containing the full data set of responses from all 31 TRO providers, including historical information, please contact Michelle Judkins at mjudkins­ Cost: $1,500.


back to top


Time was when a "bundled" solution could not be delivered efficiently or effectively unless all the parts came from the same entity—no more. This bundled concept has, for the last several years, been presented under the banner of Total Retirement Outsourcing, or TRO. The Buyer’s Guide presents the providers of TRO services—which types and sizes of clients they service, and products offered.