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Investment manager and mutual fund ratings were derived from feedback from 299 advisers who were personally involved in the evaluation and recommendation of investment options
(Consisting of 14 pages)
33 Pages in Total
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
2025 PLANSPONSOR Defined Benefit Administration Survey Report BIC DC Standouts Investment manager and mutual fund2025 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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