2019 Defined Benefit Administration Survey
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.
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2018 DC Survey: Recordkeepers
For nearly two decades, PLANSPONSOR's annual Defined Contribution Survey has been the most important industry benchmark, measuring and evaluating 401(k) and other DC providers according to feedback from their own clients. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers.
2018 DC Survey: Plan Benchmarking
PLANSPONSOR's Defined Contribution Survey - Industry Trends gathers data from thousands of plan sponsors about their plan design and administration, providing industry benchmarks. The survey is a study in contrasts and a demonstration of some surprisingly striking similarities among plans of varying sizes.
2018 Participant Survey
The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. It gathers data about savings rates, employer expectations and confidence levels, among other measures.
2018 Plan Administration Guide, Part Two: Recordkeeping Survey
As a complement to our Defined Contribution Survey - which measures how satisfied DC clients are with their providers - our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed to the DC survey, is comprised of data collected from the providers themselves.
2016 Third-Party Administrator Survey
Third Party Administrator (or TPA) firms are hired by 401(k) plan sponsors to the run day-to-day aspects of retirement plans in lieu of a recordkeeper. The PLANSPONSOR Third Party Administrator Survey respondents represent more than 175,000 plan and 12.5 participants in various types of employer-sponsored retirement plans.
2014 Transition Management Survey
While there are not as many providers of portfolio transition management services as there are, say, defined contribution providers, this is an extremely competitive field and the stakes are high. The survey serves two purposes: first, to take the pulse of pensions and other institutional investors which use transition management; and second, to highlight all the providers in the field.