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Recordkeeping Survey
Respondents reflect common providers of 403(b) recordkeeping
The following is information from participating firms that offer Outsourced Chief Investment Officer (OCIO) capability
Responses from 70 asset owners
Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire
2015 Recordkeeping Survey Version:2015 Recordkeeping SurveyPublished every June, the PLANSPONSOR Recordkeeping Survey is now available in print. Consisting of 16 pages of comparative client profile, market share and product data for 66 providers of defined contribution recordkeeping services. Your copy will be mailed to you once your order is placed. For bulk copy information and pricing, or for other questions, please contact Michelle Judkins at +1 203 595 3276 or michelle. judkins@strategic i. com