2018 DC Survey Standouts

Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 28th, 2019.

Through PLANSPONSOR’s annual Defined Contribution Survey, 14 providers received the highest marks when defined contribution (DC) plan sponsors of all size plans nationwide answered the following question: How satisfied are you with your provider?


Nearly 3,500 responses were received and tabulated, 14 companies accumulated the greatest number of service “cups” 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. They are listed below; the numbers in parentheses are the number of best-in-class (BIC) awards.

The survey results relating to provider satisfaction will be published in the February–March 2019 issue of PLANSPONSOR. The industry data from the same survey were profiled in the October–November 2018 issue of PLANSPONSOR magazine and can be viewed in the 2018 PLANSPONSOR DC Benchmarking Survey.

The companies will be recognized at the annual 2019 PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner event in New York City. This networking event celebrates the accomplishments of the best of the best in the retirement plan industry. Each year, the nation’s leading retirement plan sponsors and advisers, as well as the top product, investment and service providers are honored at this exclusive gathering, hosted at the beautiful Pier 60 in the Chelsea Pier complex, overlooking the Hudson River.

“We created the Awards for Excellence dinner to recognize not only the standouts in the DC provider community, but we also honor plan sponsors, advisers and investment managers that demonstrated exceptional performance in 2018,” says Alison Cooke Mintzer, editor-in-chief of PLANSPONSOR and PLANADVISER.

For more information about the dinner and list of winners, visit here.

Micro (<$5MM)

  • AWARDS20
    Correll Co. gold
    Correll Co.
    gold
  • 17
    Securian Financial silver
    Securian Financial
    silver
  • 16
    Ascensus bronze
    Ascensus
    bronze

Small A ($5MM–$25MM)

  • AWARDS20
    Securian Financial gold
    Securian Financial
    gold
  • 16
    Ascensus silver
    Ascensus
    silver
  • 16
    Sentinel Benefits & Financial Group silver
    Sentinel Benefits & Financial Group
    silver

Small B (>$25MM–$50MM)

  • AWARDS21
    Empower Retirement gold
    Empower Retirement
    gold
  • 20
    Newport Group silver
    Newport Group
    silver
  • 14
    Charles Schwab bronze
    Charles Schwab
    bronze

Mid (>$50MM–$200MM)

  • AWARDS18
    Bank of America Merrill Lynch gold
    Bank of America Merrill Lynch
    gold
  • 16
    John Hancock Retirement Plan Services silver
    John Hancock Retirement Plan Services
    silver
  • 14
    Charles Schwab bronze
    Charles Schwab
    bronze

Large (>$200MM–$1B)

  • AWARDS21
    Milliman, Inc. gold
    Milliman, Inc.
    gold
  • 16
    Bank of America Merrill Lynch silver
    Bank of America Merrill Lynch
    silver
  • 16
    VALIC silver
    VALIC
    silver

Mega (>$1B)

  • AWARDS23
    Charles Schwab gold
    Charles Schwab
    gold
  • 15
    Voya Financial silver
    Voya Financial
    silver
  • 12
    T. Rowe Price bronze
    T. Rowe Price
    bronze
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