2019
Recordkeeping Survey

Five hot-button issues plan sponsors need to cover in provider searches.

Introduction

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.

Ameritas

www.ameritas.com
Assets ($MM) by Plan Type
Ranked #39$9,858
401(k)$8,998
403(b)$18
457 $48
NQDC$0
All Other$794
Participants by Plan Size
Ranked #42182,020
<$5MM104,076
$5MM – $25MM29,984
>$25MM – $100MM2,876
>$100MM – $500MM45,084
>$500MM0
Plans by Channel
Ranked #245,962
Direct sold
Intermediary sold
10%
90%
Service Offerings
New client restrictionsNo company stock
Multiple service modelsYes
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 7 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsStadion
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Omni