Providers
Morneau Shepell Limited
DB CLIENT OVERVIEW | |
---|---|
Total DB admin clients1 | 219 |
Full outsourcing | 71% |
DB and DC clients | 0% |
DB PLAN OVERVIEW | |
---|---|
Total DB plans | 672 |
Frozen plans | 31% |
Cash balance plans | 13% |
With <100 participants | 27% |
With >5,000 participants | 15% |
DB PARTICIPANT OVERVIEW | |
---|---|
Total Participants | 2,603,659 |
Private/Corporate2 | 72% |
Public/Government | 27% |
Retired participants | 36% |
All interactions on web | NR |
SPONSOR SERVICES OFFERED | |
---|---|
Plan accounting / Master trust | E |
Trust and custody services | E |
Actuarial services | E |
Investment management | E |
Liability-driven investing | E |
Investment consulting | E |
PARTICIPANT ONLINE SERVICES | |
---|---|
Online initiation | Yes |
Online elections | Yes |
E-form processing | Yes |
Online inquiry status | Yes |
I = Internal; E = External; P = Partnership; = Supports service as of publication date; NR = Not Reported in time for publication |
Footnote: |
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan-consulting-only clients. 2 Includes both single-employer and multi-employer/Taft-Hartley plans. |