2020
Defined Benefit Administration Survey

Providers

Lincoln Financial Group

DB CLIENT OVERVIEW
Total DB admin clients116
Full outsourcing100%
DB and DC clients100%
DB PLAN OVERVIEW
Total DB plans42
Frozen plans52%
Cash balance plans7%
With <100 participants40%
With >5,000 participants17%
DB PARTICIPANT OVERVIEW
Total Participants70,766
Private/Corporate21%
Public/Government1%
Retired participantsNR
All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustP
Trust and custody servicesP
Actuarial servicesP
Investment management
Liability-driven investing
Investment consulting
PARTICIPANT ONLINE SERVICES
Online initiation
Online elections
E-form processing
Online inquiry status
I = Internal; E = External; P = Partnership; = Supports service as of publication date; NR = Not Reported in time for publication
Footnote:
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan-consulting-only clients.
2 Includes both single-employer and multi-employer/Taft-Hartley plans.