2023
DC Plan Benchmarking Survey
Sponsors can use the survey to compare their plan design with peers’, for self-assessment—and self-improvement.
2023 Survey
Plan Types
While the 401(k) plan stands as the dominant employer-sponsored retirement plan option, 403(b) and 457 plans have much to offer to their respective markets. Tailored to specific employee groups and having distinct regulatory frameworks, these two plan types utilize retiree-centric structures. The plans are more inclined than are 401(k) plans to provide systematic withdrawals post-retirement and immediate eligibility upon hire. Despite these nuances, all three plan types maintain a consistent level of in-person advice and guidance opportunities for participants, helping to ensure a shared commitment to supporting individuals as they move toward retirement.
2024 PLANSPONSOR Plan Benchmarking and Industry Reports
Our 2024 Plan Benchmarking and Industry Reports feature proprietary data collected by PLANSPONSOR in its annual Defined Contribution Survey. The reports highlight various plan design features and outcomes from 6 plan types and 48 industries.
You can leverage the 2024 PLANSPONSOR Reports* to:- Build trust with advisers and provide new tools to your staff and network
- 100+ pages in PDF format
- Compare plan design with peers and competitors, and improve fiduciary oversight
- Add value to your clients by posting on your website behind registration
*Subject to usage terms/compliance in licensing agreement.
AVAILABLE FOR PURCHASE NOW!
Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com