2025
Recordkeeping Survey
As the defined contribution market grows and changes, recordkeepers are addressing increasing plan sponsor and participant service expectations.
Industry Snapshot
NQDC, Excluding 457s
Nonqualified deferred compensation plan sponsors should look for a provider with deep, demonstrated expertise across plan design, funding analytics and administrative compliance, as well as one that offers a seamless, high-touch experience for participants, says Douglas Stalter, a vice president of retirement plan services at Oswald Financial Inc. He suggests that NQDC plan providers should be able to model and stress-test various informal funding strategies and design a custom plan that aligns with the client company’s specific financial goals. “A great recordkeeper is important, but an elite provider acts as a strategic partner,” he says.—Rebecca Moore
Total assets
Total plans
Total participants
12,000
899,004
$235B
Total assets
Total plans
Total participants
12,000
899,004
$235B
Total assets
Total plans
Total participants
12,000
899,004
$235B
Total assets
Total plans
Total participants
12,000
899,004
$235B
Recordkeeping Provider Rankings, by NQDC Plan Data
