2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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List of Providers
ADP Retirement Services
AIG Retirement Services
Alight Solutions
Alliance Benefit Group
American Funds
American Trust Retirement
Ameritas
Ascensus
AXA Equitable
Bank of America
BB&T Retirement and Institutional Services
BOK Financial
BPAS
Charles Schwab
Conduent HR Services, LLC
Conrad Siegel
Correll Co.
CUNA Mutual Retirement Solutions
Employee Fiduciary, LLC
Empower Retirement
EPIC Retirement Plan Services
Fidelity Investments
GuideStone Financial Resources
ICMA-RC
Insperity
IPX/FPS Group, LLC
John Hancock
J.P. Morgan Asset Management
July Business Services
Lincoln Financial Group
MassMutual
MetLife Resources
Milliman, Inc.
Mutual of America
Nationwide
Newport Group
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
PCS Retirement
Pentegra Retirement Services
Principal Financial Group
Prudential Retirement
RPG Consultants
Securian Financial
Sentinel Benefits & Financial Group
The Standard
TCG Administrators
TIAA
Transamerica Retirement Solutions LLC
T. Rowe Price
Unified Trust Company , N.A.
USI Consulting Group
The Vanguard Group, Inc.
Voya Financial
Wells Fargo
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Recordkeeping Survey Archive

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 to the DC survey, is comprised of data collected from the providers themselves.