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 firstname.lastname@example.org.