Research

PLANSPONSOR's 2010 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.

Published in PLANSPONSOR June 2009

Picking the best provider for your program is one of the most important decisions you will make—both in terms of fulfilling your fiduciary obligations, and in what might affectionately be called job sanity. 

PLANSPONSOR's 2010 Recordkeeping Survey is available HERE 

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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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