RESEARCH |

2018
DC Survey: Recordkeepers

Perspective Matters: All recordkeepers can deliver exceptional service—but not all of their sponsor clients experience it.

Reported by PLANSPONSOR | Art by Sam D'Orazio
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Introduction

Our annual survey of defined contribution (DC) plan sponsors has been the most important industry benchmark, measuring and evaluating DC plan providers according to feedback from their own clients. Major DC plan 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.