PLANSPONSOR - December 2017/January 2018 - 31

2017 PLANSPONSOR NQDC Provider Snapshot
The 2017 Nonqualified Deferred Compensation (NQDC) Provider Snapshot is derived from our 2017 Recordkeeping Survey.
Data are as of December 31, 2016. For more information, please contact brian.okeefe@strategic-i.com.
NQDC Provider
Assets/Liabilities ($mm)
Non-409A
Section
ADP Retirement Services
Bank of America Merrill Lynch
BB&T Retirement and Institutional Svcs
BOK Financial
BPAS
Charles Schwab
Conduent LLC
Correll Co.
CUNA Mutual Retirement Solutions
Empower Retirement
EPIC Advisors, Inc.
Fidelity Investments
John Hancock Retirement Plan Svcs
MassMutual
Nationwide
Newport Group
Nolan Financial
Northwest Plan Services, Inc.
OneAmerica
Pangburn Group, The
Pentegra Retirement Services
PNC Retirement Solutions
Principal Financial Group
Professional Capital Services
Prudential Financial, Inc.
TIAA
Transamerica
T. Rowe Price
USI Consulting Group
Vanguard
Voya Financial
Wells Fargo
409A Plans
$8,338
$9,178
$467
$32
$50
$3,115
$3,400
$6
$18
-
$37
$28,700
$510
$363
-
$18,628
$5,600
-
-
$1
-
-
$3,861
-
-
$688
$931
$2,272
$49
$1,539
$3,288
-
And Non-457
Plans
-*
-
-
-
-
-
-
-
-
$2,864
-
-
-
-
$147
$4,699
-
$130
$586
-
$180
$80
-
$3
$15,777
$114
-
-
-
$1,004
-
$6,174
Section
409A Plans
150
229
44
7
27
130
58
8
36
-
12
1,086
121
207
-
986
212
-
-
1,020
-
-
1,835
-
-
359
113
154
42
235
67
-
Plans
Non-409A
And Non-457
Plans
-
-
-
-
-
-
-
-
-
288
-
-
-
-
55
113
-
10
35
-
34
21
-
11
667
48
-
-
-
172
-
286
Section
409A Plans
16,038
36,447
1,805
144
1,727
8,936
43,250
192
226
-
284
127,000
4,564
3,534
-
90,695
18,721
-
-
8,700
-
-
34,641
-
-
4,062
85,103
8,748
1,806
20,101
19,801
-
Participants
Non-409A
And Non-457
Plans
-
-
-
-
-
-
-
-
-
29,586
-
-
-
-
2,029
3,895
-
676
902
-
945
404
-
197
78,800
1,058
-
-
-
18,611
-
27,522
*Provider did not report servicing plans of this type. Contact provider directly for a complete listing of nonqualified plan servicing capabilities.
PLANSPONSOR.com December 2017-January 2018 31

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PLANSPONSOR - December 2017/January 2018

Table of Contents for the Digital Edition of PLANSPONSOR - December 2017/January 2018

A QDIA in Transition
An Unseen Challenge
Alternative Assets in TDFs
Active or Passive Strategies
Boosting Employee Savings
Selective Mining
Future Shock
PLANSPONSOR - December 2017/January 2018 - Cover1
PLANSPONSOR - December 2017/January 2018 - Cover2
PLANSPONSOR - December 2017/January 2018 - 1
PLANSPONSOR - December 2017/January 2018 - 2
PLANSPONSOR - December 2017/January 2018 - 3
PLANSPONSOR - December 2017/January 2018 - 4
PLANSPONSOR - December 2017/January 2018 - 5
PLANSPONSOR - December 2017/January 2018 - 6
PLANSPONSOR - December 2017/January 2018 - 7
PLANSPONSOR - December 2017/January 2018 - 8
PLANSPONSOR - December 2017/January 2018 - 9
PLANSPONSOR - December 2017/January 2018 - 10
PLANSPONSOR - December 2017/January 2018 - 11
PLANSPONSOR - December 2017/January 2018 - 12
PLANSPONSOR - December 2017/January 2018 - 13
PLANSPONSOR - December 2017/January 2018 - 14
PLANSPONSOR - December 2017/January 2018 - 15
PLANSPONSOR - December 2017/January 2018 - 16
PLANSPONSOR - December 2017/January 2018 - 17
PLANSPONSOR - December 2017/January 2018 - 18
PLANSPONSOR - December 2017/January 2018 - 19
PLANSPONSOR - December 2017/January 2018 - A QDIA in Transition
PLANSPONSOR - December 2017/January 2018 - 21
PLANSPONSOR - December 2017/January 2018 - 22
PLANSPONSOR - December 2017/January 2018 - 23
PLANSPONSOR - December 2017/January 2018 - 24
PLANSPONSOR - December 2017/January 2018 - 25
PLANSPONSOR - December 2017/January 2018 - An Unseen Challenge
PLANSPONSOR - December 2017/January 2018 - 27
PLANSPONSOR - December 2017/January 2018 - 28
PLANSPONSOR - December 2017/January 2018 - 29
PLANSPONSOR - December 2017/January 2018 - 30
PLANSPONSOR - December 2017/January 2018 - 31
PLANSPONSOR - December 2017/January 2018 - Alternative Assets in TDFs
PLANSPONSOR - December 2017/January 2018 - 33
PLANSPONSOR - December 2017/January 2018 - Active or Passive Strategies
PLANSPONSOR - December 2017/January 2018 - 35
PLANSPONSOR - December 2017/January 2018 - Boosting Employee Savings
PLANSPONSOR - December 2017/January 2018 - 37
PLANSPONSOR - December 2017/January 2018 - 38
PLANSPONSOR - December 2017/January 2018 - 39
PLANSPONSOR - December 2017/January 2018 - 40
PLANSPONSOR - December 2017/January 2018 - 41
PLANSPONSOR - December 2017/January 2018 - Selective Mining
PLANSPONSOR - December 2017/January 2018 - 43
PLANSPONSOR - December 2017/January 2018 - Future Shock
PLANSPONSOR - December 2017/January 2018 - 45
PLANSPONSOR - December 2017/January 2018 - 46
PLANSPONSOR - December 2017/January 2018 - 47
PLANSPONSOR - December 2017/January 2018 - 48
PLANSPONSOR - December 2017/January 2018 - Cover3
PLANSPONSOR - December 2017/January 2018 - Cover4
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