2022 DC Survey Standouts
The service providers listed below will be recognized at the 2023 PLANSPONSOR Awards for Excellence Dinner.
13 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 2022 PLANSPONSOR Defined Contribution Survey.
Approximately 2,830 responses were received and tabulated; 13 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 appeared in the October–November 2022 issue of the magazine and may be viewed in the 2022 DC Plan Benchmarking Survey.
The companies will be recognized at the 2023 PLANSPONSOR Awards for Excellence Dinner. 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 2023 PLANSPONSOR National Conference, to be held at the Ritz-Carlton Orlando, Grande Lakes, in Orlando, Florida, in June.
For more information about the conference, please contact:
Sponsorship information: Rob Reif
General information: Carol Popkins
▼ SCROLL DOWN TO SEE THE 2022 DC SURVEY STANDOUTS ▼ |
Plan Assets <$5MM
-
AWARDS12Ascensus
gold -
9Newport
silver -
8John Hancock
bronze
Plan Assets $5MM–$25MM
-
AWARDS12Sentinel
gold -
10Ascensus
silver -
10Charles Schwab
silver -
6John Hancock
bronze -
6OneAmerica
bronze -
6The Standard
bronze
Plan Assets >$25MM–$50MM
-
AWARDS12Voya
gold -
10Ascensus
silver -
10Charles Schwab
silver -
10Empower Retirement
silver -
9Newport
bronze
Plan Assets >$50MM–$200MM
-
AWARDS12Empower Retirement
gold -
12Milliman
gold -
12Voya
gold -
11Charles Scwab
silver -
6OneAmerica
bronze
Plan Assets >$200MM–$1B
-
AWARDS12Charles Schwab
gold -
12Milliman
gold -
12Voya
gold -
8Empower Retirement
silver -
4Principal
bronze
Plan Assets >$1B
-
AWARDS12Charles Schwab
gold -
11Empower Retirement
silver -
11T. Rowe Price
silver -
10Fidelity
bronze