2020
Defined Benefit Administration Survey

Providers

CUNA Mutual Retirement Solutions

DB CLIENT OVERVIEW
Total DB admin clients1577
Full outsourcing100%
DB and DC clients68%
DB PLAN OVERVIEW
Total DB plans580
Frozen plans18%
Cash balance plans19%
With <100 participants85%
With >5,000 participants0%
DB PARTICIPANT OVERVIEW
Total Participants37,477
Private/Corporate2100%
Public/Government0%
Retired participants4%
All interactions on web>90%
SPONSOR SERVICES OFFERED
Plan accounting / Master trustIP
Trust and custody servicesIP
Actuarial servicesI
Investment managementIEP
Liability-driven investingIE
Investment consultingIEP
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.