PLANSPONSOR - December 2018/January 2019 - 33

Technology
Participant Education
Sponsor Services
Investment/Fees
70% u
58%
l
l
l
60%
60%
59%
55%
67%
53%
69% u
54%
52%
l
l
l
l
44%
73% u
l 69% u
57%
44%
59%
59%
" [I like the]
convenience of
having recordkeeping,
trustee
and investment
advisory services
provided by the
same company. "
l l
l
60%
64%
53%
51%
57%
50%
64%
52%
55%
50%
81% u
l 72% u
57%
46%
66% u
69% u
83% u
84% u
81%
82%
70%
73%
66%
82%
76%
76%
57%
93% u
91% u
80%
59%
76%
77%
Net Recommendation Rate, 2012 - 2018
68.7%
61.1%
57.0%
58.0%
72% u 16
57% 9
75% u 11
68%
61%
45%
60%
58%
61%
10
59% 6
7
6
11
3
9
47% 0
85% u 20
73% u 16
60%
50%
60%
65%
7
7
14
1
3
2
4
2
1
1
3
1
64.7%
61.9%
64.3%
2012
2013
2014
2015
2016
2017
2018
PLANSPONSOR.com December 2018-January 2019 31
Participant call centers
Participant website
Mobile apps/offerings
Sponsor website
Plan reporting
Plan analytics/benchmarking
% " Completely satisfied "
Participant statements
Enrollment materials/support
Print/Digital campaigns
On-site meetings/support
Advice/Guidance tools
Financial education offerings
% " Completely satisfied "
Plan/Industry knowledge
Responsiveness/Consistency
Regulatory/Compliance svcs
% " Completely satisfied "
Range of investment options
Fee clarity/transparency
Cost to value of plan fees
% " Completely satisfied "
# Best in Class
# Service Commendations
http://www.plansponsordigital.com/plansponsor/december_2018-january_2019/TrackLink.action?pageName=31&exitLink=http%3A%2F%2FPLANSPONSOR.com

PLANSPONSOR - December 2018/January 2019

Table of Contents for the Digital Edition of PLANSPONSOR - December 2018/January 2019

PLANSPONSOR - December 2018/January 2019 - Cover1
PLANSPONSOR - December 2018/January 2019 - Cover2
PLANSPONSOR - December 2018/January 2019 - 1
PLANSPONSOR - December 2018/January 2019 - 2
PLANSPONSOR - December 2018/January 2019 - 3
PLANSPONSOR - December 2018/January 2019 - 4
PLANSPONSOR - December 2018/January 2019 - 5
PLANSPONSOR - December 2018/January 2019 - 6
PLANSPONSOR - December 2018/January 2019 - 7
PLANSPONSOR - December 2018/January 2019 - 8
PLANSPONSOR - December 2018/January 2019 - 9
PLANSPONSOR - December 2018/January 2019 - 10
PLANSPONSOR - December 2018/January 2019 - 11
PLANSPONSOR - December 2018/January 2019 - 12
PLANSPONSOR - December 2018/January 2019 - 13
PLANSPONSOR - December 2018/January 2019 - 14
PLANSPONSOR - December 2018/January 2019 - 15
PLANSPONSOR - December 2018/January 2019 - 16
PLANSPONSOR - December 2018/January 2019 - 17
PLANSPONSOR - December 2018/January 2019 - 18
PLANSPONSOR - December 2018/January 2019 - 19
PLANSPONSOR - December 2018/January 2019 - 20
PLANSPONSOR - December 2018/January 2019 - 21
PLANSPONSOR - December 2018/January 2019 - 22
PLANSPONSOR - December 2018/January 2019 - 23
PLANSPONSOR - December 2018/January 2019 - 24
PLANSPONSOR - December 2018/January 2019 - 25
PLANSPONSOR - December 2018/January 2019 - 26
PLANSPONSOR - December 2018/January 2019 - 27
PLANSPONSOR - December 2018/January 2019 - 28
PLANSPONSOR - December 2018/January 2019 - 29
PLANSPONSOR - December 2018/January 2019 - 30
PLANSPONSOR - December 2018/January 2019 - 31
PLANSPONSOR - December 2018/January 2019 - 32
PLANSPONSOR - December 2018/January 2019 - 33
PLANSPONSOR - December 2018/January 2019 - 34
PLANSPONSOR - December 2018/January 2019 - 35
PLANSPONSOR - December 2018/January 2019 - 36
PLANSPONSOR - December 2018/January 2019 - 37
PLANSPONSOR - December 2018/January 2019 - 38
PLANSPONSOR - December 2018/January 2019 - 39
PLANSPONSOR - December 2018/January 2019 - 40
PLANSPONSOR - December 2018/January 2019 - 41
PLANSPONSOR - December 2018/January 2019 - 42
PLANSPONSOR - December 2018/January 2019 - 43
PLANSPONSOR - December 2018/January 2019 - 44
PLANSPONSOR - December 2018/January 2019 - 45
PLANSPONSOR - December 2018/January 2019 - 46
PLANSPONSOR - December 2018/January 2019 - 47
PLANSPONSOR - December 2018/January 2019 - 48
PLANSPONSOR - December 2018/January 2019 - 49
PLANSPONSOR - December 2018/January 2019 - 50
PLANSPONSOR - December 2018/January 2019 - 51
PLANSPONSOR - December 2018/January 2019 - 52
PLANSPONSOR - December 2018/January 2019 - 53
PLANSPONSOR - December 2018/January 2019 - 54
PLANSPONSOR - December 2018/January 2019 - 55
PLANSPONSOR - December 2018/January 2019 - 56
PLANSPONSOR - December 2018/January 2019 - 57
PLANSPONSOR - December 2018/January 2019 - 58
PLANSPONSOR - December 2018/January 2019 - Cover3
PLANSPONSOR - December 2018/January 2019 - Cover4
https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
https://www.plansponsordigital.com/plansponsor/september_october_2023
https://www.plansponsordigital.com/plansponsor/july_august_2023
https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
https://www.plansponsordigital.com/plansponsor/december_2022_february_2023
https://www.plansponsordigital.com/plansponsor/october_november_2022
https://www.plansponsordigital.com/plansponsor/august_september_2022
https://www.plansponsordigital.com/plansponsor/june_july_2022
https://www.plansponsordigital.com/plansponsor/excellenceawards_2022
https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
https://www.nxtbookmedia.com