2020 Planadviser Recordkeeper Services Survey

Published July/August 2020, the PLANADVISER Recordkeeper Service Guide is now available in PDF. Consisting of 11 pages.

The 2020 PLANADVISER Recordkeeper Services Survey utilizes data gathered in the 2020 PLANSPONSOR Recordkeeping Survey. That annual survey is compiled from self-reported data submitted by recordkeepers of defined contribution (DC) plans and highlights recordkeeper experience in servicing 401(k), 403(b) and 457 plans, among others. 

The 2020 PLANSPONSOR Recordkeeping Survey, conducted in May, received a total of 53 responses. The results represent over $8.2 trillion in defined contribution (DC) assets and, based on internal analysis, are estimated to account for 90% of the total DC market. Additional information is available online at plansponsor.com/research. Of the participating recordkeepers, 46 claim to serve the intermediary market. Data on these firms highlight select features and capabilities that might be of interest to retirement plan advisers. Unless otherwise noted, all data reported are as of December 31, 2019.

For information on licensing the supporting data on all 53 recordkeepers or to learn how to participate in the 2021 PLANSPONSOR Recordkeeping Survey, please contact  Michelle Judkins at 203-595-3276 or michelle.judkins@issmediasolutions.com.