The PLANSPONSOR Plan Administration Guide, Part 1, (6 pages), offers insight into the provider marketplace for defined benefit (DB) plan, stock plan and health savings account (HSA) administration. Defined contribution (DC) plan providers will be covered in the annual recordkeeping survey.
PLANSPONSOR contacted leading providers of stock plan administration services in March and received a total of seven responses by the survey deadline. The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced plans. A summary of responses is included on the facing page. All data presented are as of December 31, 2017. For additional information contact Michelle Judkins @ firstname.lastname@example.org.