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The 2023 Asset Owner IIA Winner hi-res logo for Efforts in Diversity
A total of 63 asset owners and six service providers
Logo for marketing use for 5 licenses the 2024 PLANADVISER Top Retirement Plan Advisers for Everhart Advisors
The questionnaire explored each
Perfect for professionals seeking actionable insights
2025 PLANSPONSOR Recordkeeping Survey Report plaques The 2023 Asset Owner IIA2025 PLANSPONSOR Recordkeeping Survey Report Spanning over 90 pages, the 2025 PLANSPONSOR Recordkeeping Survey Report delivers the most comprehensive look at the U. S. retirement recordkeeping market. This annual industry benchmark covers 401(k), 403(b), 457, ESOP KSOP, NQDC, and state sponsored retirement plansrepresenting 97% of the total 401(k) market. Inside, you'll find: Industry snapshots & trend analysis (including SECURE 2. 0 impacts and
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