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Best in Class DC Providers

Our annual survey of defined contribution (DC) plan sponsors has been the most important industry benchmark, measuring and evaluating DC plan providers according to feedback from their own clients. Major DC plan providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors...

DC Plan Benchmarking

The DC Plan Benchmarking report gathers data from thousands of defined contribution (DC) plan sponsors about their plan design and administration, providing industry benchmarks. It is a study in contrasts and a demonstration of some surprisingly striking similarities among plans of varying sizes.

Participant Survey

The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. It gathers data about savings rates, employer expectations and confidence levels, among other measures.

NQDC Market Survey

Falling under different regulations, nonqualified deferred compensation plans (NQDC) plans require a different expertise than qualified retirement plans. The NQDC Survey offers a list of providers, ranked by the number of Section 409A and Section 457 plans they serve, as well as by number of experts on staff.

403(b) Market Survey

403(b) plans are in many ways the same as traditional corporate 401(k) plans, but they also have many unique challenges. The 403(b) Buyer’s Guide shows the providers who service this market, what they focus on in terms of market segment, and the services they provide to 403(b) plan sponsors.

DB Administration

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.

Recordkeeping Survey

As a complement to our Defined Contribution Survey—which measures how satisfied DC clients are with their providers—our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed...

Target-Date Funds

In the past decade, and particularly since the passage of the Pension Protection Act of 2006, asset allocation funds—which include target-date and target-risk funds—have exploded both in terms of number of products and assets amassed. The Target-Date Fund Survey endeavors to present these funds in an easy to use format for...

Health Savings Accounts

With HSA's increasingly described as a retirement savings vehicle for medical expenses, PLANSPONSOR'S guide provides guidance on HSA providers. This greater valuing of health insurance by employees, coupled with growing health care costs that continue to surpass the rate of inflation, has increased employers’ adoption of health savings accounts (HSAs)...

DC Micro Plan Survey

A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance.

Managed Accounts

By most accounts, defined contribution plan participants are increasingly turning to professionally managed asset-allocation solutions, whether they be a single target-date fund, a single traditional target-risk fund or a managed account advisory program. The Managed Account Buyer’s Guide is a snapshot list of the providers of managed account products, and...

Stock Plan Administration

PLANSPONSOR looks at the various stock plan administrator's available to sponsors. The profiles included in this guide highlight where providers deliver key tax/reporting/compliance services via "in-house" resources while others may offer similar services through a third party (or a choice or either option).

Research reports and specially selected content to help plan sponsors benchmark their plan and make informed decisions.