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A summary of responses is included on the facing page
Data on these firms highlight select features and capabilities that might be of interest to retirement plan advisers
Investment manager and mutual fund ratings were derived from feedback from the 477 advisers who were personally involved in the evaluation and recommendation of investment options
To purchase a Microsoft Excel spreadsheet of responses from all 53 providers and for bulk copy information and pricing
Information was collected on a best-efforts basis
2020 DB Administration Survey Data Sets A summary of responses isPublished April May, the 2020 DB Administration Survey is now available in PDF format (3 pages ), the 2020 DB Administration Survey summarizes the capabilities of DB administration providers and excludes providers focused exclusively on investment only, consultant advisory and actuarial services. All data are as of December 31, 2019, and include only full outsourcing and co sourcing arrangements. Some new client restrictions may apply; contact the
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