2020
Recordkeeping Survey

Providers

CUNA Mutual Retirement Solutions

www.BenefitsForYou.com
Assets ($MM) by Plan Type
Ranked #33$14,762
401(k)86%
403(b)6%
457 6%
NQDC<1%
Other2%
Participants by Plan Size
Ranked #38214,225
<$10MM66%
$10MM – $50MM29%
>$50MM – $200MM5%
>$200MM<1%
Plans by Count
Ranked #247,107
% Third-party administration
2%
Related Offerings
HSA integrationNo
Student Loan Repaymentvia 3rd party
Financial wellness options1
Service Offerings
New client restrictionsEligible plan services: 401(k), Profit Sharing, Money Purchase, 403(b) ERISA, 457, NQDC, Defined Benefits, Cash Balance
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel1
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 app
Managed account optionsStadion
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni