2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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Conduent HR Services, LLC

Assets ($MM)$162,002 13
Participants by Plan Size
$5MM – $25MM1,017
>$25MM – $100MM6,280
>$100MM – $500MM316,268
Plans by Channel
Direct sold 100%
Intermediary sold 0%
Assets ($MM) by Plan Type
457 $1,962
All Other$32,729
Service Offerings
New client restrictionsMinimum of 10,000 participants
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel0
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursStandard hours are weekdays 8 a.m. - 8 p.m. ET, but Conduent will supports extended call center hours to meet a client's needs.
Online chat supportYes
Mobile appYes
Managed account optionsFinancial Engines
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformProprietary system
1 7 8 9

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.