RESEARCH |
2017
PLANADVISER Recordkeeper Services Guide
Recordkeepers’ consistent evolution
Reported by PLANADVISER
| Art by Josh Cochran
Methodology
The data summarized in the tables are from the 2017 PLANSPONSOR Recordkeeping Survey, which profiled 55 leading providers of defined contribution (DC) recordkeeping services. The 47 providers we present here work with financial advisers, in some capacity, in their sales to, and servicing of, DC clients. Data is a snapshot of select adviser-related information as of December 31, 2016.
Additional data on the complete list of providers that participated in the survey is available at www.plansponsor.com. To purchase an Excel spreadsheet with the full dataset of responses, please contact Michelle Judkins at michelle.judkins@strategic-i.com.