2019
403(b) Providers

Methodology

The 2019 PLANSPONSOR 403(b) Market Survey questionnaire was distributed in May 2019 and received 29 responses. This total is a subset of the more than 50 recordkeepers that reported having 403(b) clients as part of our annual Recordkeeping Survey. Respondents reflect common providers of 403(b) recordkeeping services but may exclude specialized providers that focus on niche markets. All data included in the guide is as of December 31, 2017. For information on licensing the supporting data or to learn how to participate in either the 403(b) Market Survey or our annual Recordkeeping Survey, please email surveys@strategic-i.com—BOK