2020
Defined Benefit Administration Survey

Providers

Morneau Shepell Limited

DB CLIENT OVERVIEW
Total DB admin clients1219
Full outsourcing71%
DB and DC clients0%
DB PLAN OVERVIEW
Total DB plans672
Frozen plans31%
Cash balance plans13%
With <100 participants27%
With >5,000 participants15%
DB PARTICIPANT OVERVIEW
Total Participants2,603,659
Private/Corporate272%
Public/Government27%
Retired participants36%
All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustE
Trust and custody servicesE
Actuarial servicesE
Investment managementE
Liability-driven investingE
Investment consultingE
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.