RESEARCH |

2020
Defined Benefit Administration Survey

Reported by PLANSPONSOR | Art by Nadja Zinnecker
Navigation
PURCHASE REPRINTWANT MORE INFO?

Introduction

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.

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 initiationYes
Online electionsYes
E-form processingYes
Online inquiry statusNo
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.