2021
PLANSPONSOR 403(b) Market Survey

Methodology

Methodology

The 2021 PLANSPONSOR 403(b) Market Survey questionnaire was distributed in June 2021 and received 22 responses. This total is a subset of the more than 50 recordkeepers that reported having 403(b) clients as part of the annual PLANSPONSOR Recordkeeping Survey. Respondents reflect common providers of 403(b) recordkeeping services but may exclude specialized providers that focus on niche markets. All data included in the guide is as of December 31, 2020. For information on licensing the supporting data or to learn how to participate in either the PLANSPONSOR 403(b) Market Survey or our annual Recordkeeping Survey, please email surveys@issmediasolutions.com.