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Industry Benchmarks: Tools for Evaluating 401(k) Plans

Reports to Help You Strengthen Client Relationships

    Now you can provide that information as a service to your clients and prospects with the PLANSPONSOR Defined Contribution Survey. This series of industry benchmarking reports can help your clients adjust their 401(k) plans to align with or possibly outperform the plans offered by their competitors. Additionally, you can use these reports as sales tools to show prospects how their current plan compares to those offered by other companies.

     

    These client-use benchmarking reports cover 19 criteria, including:

    • How frequently plan sponsors formally evaluate their plan
    • What measures are most often used to gauge plan success
    • Prevalence of written Investment Policy Statements
    • Adoption of automatic enrollment and participation rate