PLANADVISER - September/October 2020 - 25

Top-Rated Defined Contribution Plan Providers
Overall Service, Micro Plans (<$5mm) 296 votes
1 Alliance Benefit Group
2 Securian Financial
3 CUNA Mutual Retirement Solutions
4 Ascensus
5 ADP Retirement Services
6 John Hancock
6 Voya Financial
8 The Standard
8 Newport
10 Principal Financial Group
Overall Service, Small Plans ($5mm - $50mm) 329 votes
1 Empower Retirement
2 Bank of America Corporation
3 The Standard
4 Principal Financial Group
5 Fidelity Investments
6 Alliance Benefit Group
7 OneAmerica
8 Lincoln Financial Group
9 Milliman, Inc.
9 Securian Financial
27%
21%
20%
19%
18%
16%
16%
15%
15%
11%
Plan Design Flexibility and Customization 302 votes
1 Milliman, Inc.
2 Empower Retirement
3 Charles Schwab
3 Newport
5 Alliance Benefit Group
6 Prudential Retirement
7 OneAmerica
7 The Standard
9 Securian Financial
10 John Hancock
26%
19%
18%
17%
16%
15%
14%
13%
12%
12%
Overall Service, Midsize Plans (>$50mm - $200mm) 303 votes
1 Fidelity Investments
2 Bank of America Corporation
3 Charles Schwab
4 Empower Retirement
4 Milliman, Inc.
6 T. Rowe Price
7 Principal Financial Group
8 Prudential Retirement
9 The Standard
10 John Hancock
Value for Price of Recordkeeping Services 311 votes
1 Empower Retirement
2 Voya Financial
3 Alliance Benefit Group
3 Ascensus
3 T. Rowe Price
6 Charles Schwab
7 The Standard
7 The Vanguard Group, Inc.
9 Newport
10 Prudential Retirement
31%
27%
23%
19%
19%
14%
13%
12%
8%
7%
Regulatory / Compliance Support and Services 315 votes
1 Bank of America Corporation
1 Milliman, Inc.
3 Fidelity Investments
4 Charles Schwab
4 Empower Retirement
4 Securian Financial
7 John Hancock
8 OneAmerica
9 Principal Financial Group
9 The Standard
27%
23%
21%
21%
19%
16%
13%
13%
12%
11%
24%
23%
15%
15%
15%
13%
12%
12%
10%
9%
27%
27%
23%
18%
18%
18%
16%
13%
12%
12%
Note: For additional rankings, including those for Large (>$200mm - $1b) and Mega (>$1b) plans, please visit plansponsor.com/research.
planadviser.com September-October 2020 | 25

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PLANADVISER - September/October 2020

Table of Contents for the Digital Edition of PLANADVISER - September/October 2020

A Careful Inspection
2020 PLANADVISER Retirement Plan Adviser Survey
Keeping Clients Safe
Cures for Virtual Meeting Fatigue
Inflation Protection For DC Investors
How to Show Your Worth
Never Too Late
A Return to Rollover Advice
Whether—And How—To Vote Proxies
PLANADVISER - September/October 2020 - Cover1
PLANADVISER - September/October 2020 - Cover2
PLANADVISER - September/October 2020 - 1
PLANADVISER - September/October 2020 - 2
PLANADVISER - September/October 2020 - 3
PLANADVISER - September/October 2020 - 4
PLANADVISER - September/October 2020 - 5
PLANADVISER - September/October 2020 - 6
PLANADVISER - September/October 2020 - 7
PLANADVISER - September/October 2020 - 8
PLANADVISER - September/October 2020 - 9
PLANADVISER - September/October 2020 - 10
PLANADVISER - September/October 2020 - 11
PLANADVISER - September/October 2020 - A Careful Inspection
PLANADVISER - September/October 2020 - 13
PLANADVISER - September/October 2020 - 14
PLANADVISER - September/October 2020 - 15
PLANADVISER - September/October 2020 - 2020 PLANADVISER Retirement Plan Adviser Survey
PLANADVISER - September/October 2020 - 17
PLANADVISER - September/October 2020 - 18
PLANADVISER - September/October 2020 - 19
PLANADVISER - September/October 2020 - 20
PLANADVISER - September/October 2020 - 21
PLANADVISER - September/October 2020 - 22
PLANADVISER - September/October 2020 - 23
PLANADVISER - September/October 2020 - 24
PLANADVISER - September/October 2020 - 25
PLANADVISER - September/October 2020 - Keeping Clients Safe
PLANADVISER - September/October 2020 - 27
PLANADVISER - September/October 2020 - 28
PLANADVISER - September/October 2020 - 29
PLANADVISER - September/October 2020 - Cures for Virtual Meeting Fatigue
PLANADVISER - September/October 2020 - 31
PLANADVISER - September/October 2020 - 32
PLANADVISER - September/October 2020 - 33
PLANADVISER - September/October 2020 - Inflation Protection For DC Investors
PLANADVISER - September/October 2020 - 35
PLANADVISER - September/October 2020 - How to Show Your Worth
PLANADVISER - September/October 2020 - 37
PLANADVISER - September/October 2020 - Never Too Late
PLANADVISER - September/October 2020 - 39
PLANADVISER - September/October 2020 - 40
PLANADVISER - September/October 2020 - 41
PLANADVISER - September/October 2020 - A Return to Rollover Advice
PLANADVISER - September/October 2020 - Whether—And How—To Vote Proxies
PLANADVISER - September/October 2020 - 44
PLANADVISER - September/October 2020 - Cover3
PLANADVISER - September/October 2020 - Cover4
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