2024 DC Survey Standouts
The service providers listed below will be recognized at the 2024 PLANSPONSOR Excellence in Retirement Awards.
10 providers received the highest marks when, nationwide, sponsors of defined contribution plans of all sizes answered questions about their satisfaction with recordkeeping providers in the 2023 PLANSPONSOR Defined Contribution Survey.
More than 2,100 responses were received and tabulated; 10 companies each accumulated the greatest number of service awards in the survey’s six main asset classes, ranging from micro plans, with less than $5 million in assets, to mega plans, with more than $1 billion in assets. All honorees are listed below, along with the number of Best in Class (BIC) awards received.
The survey results relating to provider satisfaction were published online in March. Industry data from the same survey will be published in the March – April 2024 issue of the magazine and may be viewed in the 2023 DC Plan Benchmarking Survey.
The companies will be recognized at the 2024 PLANSPONSOR Excellence in Retirement Awards. This networking event celebrates the accomplishments of “the best of the best” in the retirement plan industry. This year’s dinner will be part of the 2024 PLANSPONSOR National Conference, to be held at The Chicago Marriott Downtown Magnificent Mile, in Chicago, in June.
For more information about the conference, please contact:
Sponsorship information: Rob Reif
General information: Carol Popkins
| ▼ SCROLL DOWN TO SEE THE 2024 DC SURVEY STANDOUTS ▼ |
PLANSPONSOR DC Survey StandoutsDerived from the PLANSPONSOR Defined Contribution Survey Recipients Announced: March To learn how to participate in the PLANSPONSOR DC Survey, please click here. |
Plan Assets <$5MM
-
AWARDS12
The Standard
gold -
9
Empower
silver -
8
Voya Financial
bronze
Plan Assets $5MM–$25MM
-
AWARDS12
Schwab Retirement Plan Services, Inc.
gold -
11
Ascensus
silver -
8
BOK Financial
bronze
Plan Assets >$25MM–$50MM
-
AWARDS11
Ascensus
gold -
11
Schwab Retirement Plan Services, Inc.
gold -
9
Empower
silver -
6
The Standard
bronze
Plan Assets >$50MM–$200MM
-
AWARDS12
Schwab Retirement Plan Services, Inc.
gold -
9
Empower
silver -
7
Milliman, Inc.
bronze
Plan Assets >$200MM–$1B
-
AWARDS11
Milliman, Inc.
gold -
9
Schwab Retirement Plan Services, Inc.
silver -
6
Transamerica
bronze
Plan Assets >$1B
-
AWARDS12
Schwab Retirement Plan Services, Inc.
gold -
7
Nationwide Financial
silver -
4
Fidelity Investments
bronze