2024 DC Survey Standouts

The service providers listed below will be recognized at the 2024 PLANSPONSOR Excellence in Retirement Awards.

10 providers received the highest marks when, nationwide, sponsors of defined contribution plans of all sizes answered questions about their satisfaction with recordkeeping providers in the 2023 PLANSPONSOR Defined Contribution Survey.

More than 2,100 responses were received and tabulated; 10 companies each accumulated the greatest number of service awards in the survey’s six main asset classes, ranging from micro plans, with less than $5 million in assets, to mega plans, with more than $1 billion in assets. All honorees are listed below, along with the number of Best in Class (BIC) awards received.

The survey results relating to provider satisfaction were published online in March. Industry data from the same survey will be published in the March – April 2024 issue of the magazine and may be viewed in the 2023 DC Plan Benchmarking Survey.

The companies will be recognized at the 2024 PLANSPONSOR Excellence in Retirement Awards. This networking event celebrates the accomplishments of “the best of the best” in the retirement plan industry. This year’s dinner will be part of the 2024 PLANSPONSOR National Conference, to be held at The Chicago Marriott Downtown Magnificent Mile, in Chicago, in June.

For more information about the conference, please contact:
Sponsorship information: Rob Reif
General information: Carol Popkins

SCROLL DOWN TO SEE THE 2024 DC SURVEY STANDOUTS

PLANSPONSOR DC Survey Standouts

Derived from the PLANSPONSOR Defined Contribution Survey

Recipients Announced: March
Recipients recognized at the Excellence in Retirement Awards at the PLANSPONSOR National Conference

To learn how to participate in the PLANSPONSOR DC Survey, please click here.

Plan Assets <$5MM

  • AWARDS12
    The Standard gold
    The Standard
    gold
  • 9
    Empower silver
    Empower
    silver
  • 8
    Voya Financial bronze
    Voya Financial
    bronze

Plan Assets $5MM–$25MM

  • AWARDS12
    Schwab Retirement Plan Services, Inc. gold
    Schwab Retirement Plan Services, Inc.
    gold
  • 11
    Ascensus silver
    Ascensus
    silver
  • 8
    BOK Financial bronze
    BOK Financial
    bronze

Plan Assets >$25MM–$50MM

  • AWARDS11
    Ascensus gold
    Ascensus
    gold
  • 11
    Schwab Retirement Plan Services, Inc. gold
    Schwab Retirement Plan Services, Inc.
    gold
  • 9
    Empower silver
    Empower
    silver
  • 6
    The Standard bronze
    The Standard
    bronze

Plan Assets >$50MM–$200MM

  • AWARDS12
    Schwab Retirement Plan Services, Inc. gold
    Schwab Retirement Plan Services, Inc.
    gold
  • 9
    Empower silver
    Empower
    silver
  • 7
    Milliman, Inc. bronze
    Milliman, Inc.
    bronze

Plan Assets >$200MM–$1B

  • AWARDS11
    Milliman, Inc. gold
    Milliman, Inc.
    gold
  • 9
    Schwab Retirement Plan Services, Inc. silver
    Schwab Retirement Plan Services, Inc.
    silver
  • 6
    Transamerica bronze
    Transamerica
    bronze

Plan Assets >$1B

  • AWARDS12
    Schwab Retirement Plan Services, Inc. gold
    Schwab Retirement Plan Services, Inc.
    gold
  • 7
    Nationwide Financial silver
    Nationwide Financial
    silver
  • 4
    Fidelity Investments bronze
    Fidelity Investments
    bronze
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