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2021 Recordkeeping Survey CIO PLANSPONSOR May/June – Table of

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PLANSPONSOR May/June – Table of Contents

The 2023 Asset Owner IIA Finalists hi-res logo for Public DB <$10B

the 43 organizations listed in the pages that follow were those that agreed to complete the survey in its entirety

The 2025 PLANADVISER Retirement Plan Adviser Of The Year hi-res logo for Inclusivity and Career Development

The 2024 Asset Management & Servicing IIA Winner hi-res logo for ESG/ Sustainability

2021 Recordkeeping Survey CIO PLANSPONSOR May/June – Table ofPublished June July 2021, the PLANSPONSOR Recordkeeping Survey is now available in PDF. Consisting of 46 pages of comparative client profile, market share and product data for 52 providers of defined contribution recordkeeping services. Your download will be ready once your order is placed. To purchase a Microsoft Excel spreadsheet of responses from all 52 providers and for bulk copy information and pricing, or for other questions, please contact

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