PLANSPONSOR - April/May 2021 - 30
RESEARCH | 2021 DEFINED BENEFIT ADMINISTRATION SURVEY
and start getting payments for
life, so plan sponsors, using
the help of providers, need to
continue to manage the investments
and make the required
contributions. The following
pages include listings for
providers for cash balance and
traditional DB plans and the
services they offer.
-Rebecca Moore
METHODOLOGY
The 2021 Defined Benefit (DB)
Administration Survey offers
insights on the experience/
capabilities of 24 providers
offering full outsourcing
and co-sourcing services to
U.S. DB plans. All data is as
of December 31, 2020. Visit
plansponsor.com for additional
findings.
Cash Balance Plans
30%
21%
Cash
balance
79%
Traditional DB
<10
22%
10 -99
23%
14%
100 -999
1,000 -4,999
11%
≥5,000
participants participants participants participants participants
Industries Offering Cash Balance Plans*
34%
20%
14%
Utilities
Oil & gas/Energy
Telecom
12%
Law firms
*Data is from 2020 PLANSPONSOR Defined Contribution (DC) Survey.
Industry Snapshot
The overall defined benefit industry continues to mature ...
Total DB
administration clients
6,444
Total DB plans
13,551
DB Plans, by Plan Status
42%
42%
35%
27%
15%
1%
Active/Open
Frozen
Closed
Terminated
Active/Employed
Retired
Separated
Total DB participants
27,711,258
Estimated DB assets
>$2.57t
Multiple-plan
DB clients
38%
Single-plan
DB clients
15%
DB Plan Participants, by Work Status
38%
Bundled
DB Plan
Stats
10%
Chemicals
4%
All other
industries
DB and DC
clients
29%
Other
DB bundles
18%
30 PLANSPONSOR.COM April - May 2021
http://www.plansponsor.com
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PLANSPONSOR - April/May 2021
Table of Contents for the Digital Edition of PLANSPONSOR - April/May 2021
Ready Solution?
Tiptop Health Savings Accounts
2021 Defined Benefit Administration Survey: Shedding Light on DB Plans
How TRO Might Benefit Plans
By Popular Demand
What's the ROI?
PLANSPONSOR - April/May 2021 - Cover1
PLANSPONSOR - April/May 2021 - Cover2
PLANSPONSOR - April/May 2021 - 1
PLANSPONSOR - April/May 2021 - 2
PLANSPONSOR - April/May 2021 - 3
PLANSPONSOR - April/May 2021 - 4
PLANSPONSOR - April/May 2021 - 5
PLANSPONSOR - April/May 2021 - 6
PLANSPONSOR - April/May 2021 - 7
PLANSPONSOR - April/May 2021 - 8
PLANSPONSOR - April/May 2021 - 9
PLANSPONSOR - April/May 2021 - 10
PLANSPONSOR - April/May 2021 - 11
PLANSPONSOR - April/May 2021 - 12
PLANSPONSOR - April/May 2021 - 13
PLANSPONSOR - April/May 2021 - 14
PLANSPONSOR - April/May 2021 - 15
PLANSPONSOR - April/May 2021 - Ready Solution?
PLANSPONSOR - April/May 2021 - 17
PLANSPONSOR - April/May 2021 - 18
PLANSPONSOR - April/May 2021 - 19
PLANSPONSOR - April/May 2021 - 20
PLANSPONSOR - April/May 2021 - 21
PLANSPONSOR - April/May 2021 - Tiptop Health Savings Accounts
PLANSPONSOR - April/May 2021 - 23
PLANSPONSOR - April/May 2021 - 24
PLANSPONSOR - April/May 2021 - 25
PLANSPONSOR - April/May 2021 - 26
PLANSPONSOR - April/May 2021 - 27
PLANSPONSOR - April/May 2021 - 2021 Defined Benefit Administration Survey: Shedding Light on DB Plans
PLANSPONSOR - April/May 2021 - 29
PLANSPONSOR - April/May 2021 - 30
PLANSPONSOR - April/May 2021 - 31
PLANSPONSOR - April/May 2021 - How TRO Might Benefit Plans
PLANSPONSOR - April/May 2021 - 33
PLANSPONSOR - April/May 2021 - By Popular Demand
PLANSPONSOR - April/May 2021 - 35
PLANSPONSOR - April/May 2021 - What's the ROI?
PLANSPONSOR - April/May 2021 - 37
PLANSPONSOR - April/May 2021 - 38
PLANSPONSOR - April/May 2021 - 39
PLANSPONSOR - April/May 2021 - 40
PLANSPONSOR - April/May 2021 - Cover3
PLANSPONSOR - April/May 2021 - Cover4
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