Recordkeepers

When it comes to picking a defined contribution (DC) provider – or recordkeeper - a consistent theme emerges. Those that “work as a partner with us not against us,” or let the adviser “work hand-in-hand with them” are best, according to respondents in PLANADVISER’s third annual survey of advisers about DC plan recordkeepers. However, what constitutes that cooperative, facilitating spirit can be as unique as the individual advisory firm—and even for providers that offer significant support services, retirement plan advisers can be tough customers.  

In this section, you’ll find information about recordkeepers – the services they provide, the ones that provide the best level of service, and how working with them can improve and enhance your practice. 

PLANADVISER DC Survey
2008: A Matter of Perspective

2007: Picking from the Tree of Providers

2006: Pride Guide

Recordkeeping Survey
2008: What Provider To Work With?

2007: Provider Choice