Research
2016 PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution (DC) client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.
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Recordkeeping Survey
Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today.
- 2019 PLANADVISER Recordkeeper Services Survey
- 2018 PLANADVISER Recordkeeper Services Guide
- 2017 PLANADVISER Recordkeeper Services Guide
- 2016 PLANADVISER Recordkeeper Services Guide
- 2015 PLANADVISER Recordkeeper Services Guide
- 2014 Recordkeeping Survey
- 2013 Recordkeeper Services Guide
- 2008 Recordkeeping Survey – What Provider To Work With
- 2007 Recordkeeping Survey – Provider Choice