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Fiduciary Forum: Would the “AI’s” Safe Harbor Help Fiduciaries
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
The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced plans
The 2024 RPAY Finalists hi-res logo for Efforts in Diversity
2025 PLANSPONSOR Defined Benefit Administration Survey Report BIC DC Standouts 33 Pages in Total2025 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