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regarding the products or services
Investment manager and mutual fund ratings were derived from feedback from the 477 advisers who were personally involved in the evaluation and recommendation of investment options
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DC recordkeeper evaluations are based on responses from 457 advisers who personally have evaluated and recommend these providers for qualified plan clients
2020 DB Administration Survey Data Sets regarding the products or servicesPublished April May, the 2020 DB Administration Survey is now available in PDF format (3 pages ), the 2020 DB Administration Survey summarizes the capabilities of DB administration providers and excludes providers focused exclusively on investment only, consultant advisory and actuarial services. All data are as of December 31, 2019, and include only full outsourcing and co sourcing arrangements. Some new client restrictions may apply; contact the
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