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Published November
The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced plans
The 2023 survey found that advisers remain focused primarily on price and performance when it comes to helping their clients select the most appropriate fund lineup and recordkeeper for their plan
The 2023 Asset Management & Servicing IIA Winner hi-res logo for Private Credit
The 2024 Asset Management & Servicing IIA Winner hi-res logo for Liability-Driven Investing (LDI) – Large
2025 PLANSPONSOR Defined Benefit Administration Survey Report BIC DC Standouts Published November2025 PLANSPONSOR Defined Benefit Administration Survey Report PLANSPONSORs Defined Benefit (DB) Administration Survey showcases providers in the DB marketwho the major players are, who they serve, what services they provide and overall market sizing. The 2025 PLANSPONSOR Defined Benefit Administration Survey was fielded from May through July via the Qualtrics survey platform. We collected data from 15 providers of DB plan administrative services and
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