Surveys

2017 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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PAST SURVEYS
  1. 2014
  2. 2013
  3. 2012

2016 Defined Contribution Survey

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.

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PAST SURVEYS
  1. 2014
  2. 2013
  3. 2012

2016 PLANSPONSOR 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.

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PAST SURVEYS
  1. 2014
  2. 2013

2017 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.

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PAST SURVEYS
  1. 2015
  2. 2014

2017 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.

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PAST SURVEYS
  1. 2015
  2. 2014
  3. 2013

2016 PLANSPONSOR 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.

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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.

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PAST SURVEYS
  1. 2011
  2. 2010
  3. 2009