2024 PLANSPONSOR Defined Benefit Administration Survey

PLANSPONSOR’s proprietary surveys have established us as a leading authority in the retirement plan industry, cited by many sources. PLANSPONSOR’s Defined Benefit (DB) Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide and overall market sizing.

The 2024 PLANSPONSOR Defined Benefit Administration Survey was fielded from April through June via the Qualtrics survey platform.

Data were collected from 17 providers of DB plan administrative services. We have reported on, in aggregate, overall DB administration clients, participants, plans and assets. We also parsed data on DB and cash balance plans by type and DB plans by bundled type and by plan status. In each provider profile (see the online version of this survey), we present data points on DB participants by plan type, DB clients by bundle type, sponsor services offered and more. All data are as of December 31, 2023.

To participate in the 2025 DB Administration Survey, please email surveys@issmediasolutions.com.