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2025 PLANSPONSOR Recordkeeping Survey Report plaques nor passed to any third

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nor passed to any third party without additional permission/rights

nor passed to any third party

Logo for marketing use for 5 licenses the 2024 PLANADVISER Top Retirement Plan Advisers for Everhart Advisors

The 2023 PSOY Finalists hi-res logo for Total Retirement Offering

For retirement plan advisers to remain competitive

2025 PLANSPONSOR Recordkeeping Survey Report plaques nor passed to any third2025 PLANSPONSOR Recordkeeping Survey Report Spanning over 90 pages, the 2025 PLANSPONSOR Recordkeeping Survey Report delivers the most comprehensive look at the U. S. retirement recordkeeping market. This annual industry benchmark covers 401(k), 403(b), 457, ESOP KSOP, NQDC, and state sponsored retirement plansrepresenting 97% of the total 401(k) market. Inside, you'll find: Industry snapshots & trend analysis (including SECURE 2. 0 impacts and

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