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2017 Recordkeeping Survey Data Sets and provider sourcing strategies employed

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Description

and provider sourcing strategies employed by responding organizations and received a total of 165 submissions

The 2023 Asset Management & Servicing IIA Winner hi-res logo for Hedge Funds

Equity and Inclusion (DEI)

All data is as of 12/31/2018

To contribute to future Transition Management Surveys or to receive information on reprints or licensing of associated Transition Management Survey data

2017 Recordkeeping Survey Data Sets and provider sourcing strategies employedPublished every June, the PLANSPONSOR Recordkeeping Survey is now available in print. Consisting of 14 pages of comparative client profile, market share and product data for 55 providers of defined contribution recordkeeping services. Your copy will be mailed to you once your order is placed. For bulk copy information and pricing, or for other questions, please contact Michelle Judkins at +1 203 595 3276 or michelle. judkins@strategic i. com

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