PLANSPONSOR - Excellence in Retirement Awards 2022 - 6

EXCELLENCE IN
RETIREMENT
2022
AWARDS
PLANSPONSOR Defined Contribution
Survey Standouts
Eleven providers received the highest marks when, nationwide, sponsors of defined
contribution plans of all sizes answered questions in the 2021 PLANSPONSOR
Defined Contribution Survey about their satisfaction with recordkeeping providers.
MICRO (<$5mm)
* GOLD
CUNA Mutual Group
* SILVER
Ascensus
* BRONZE
- Newport (tied)
- Securian Financial (tied)
- Voya Financial (tied)
SMALL A ($5mm - $25mm)
* GOLD
BOK Financial
* SILVER
Ascensus
* BRONZE
Securian Financial
SMALL B (>$25mm - $50mm)
* GOLD
- Charles Schwab (tied)
- Empower (tied)
* BRONZE
Ascensus
MIDSIZE (>$50mm - $200mm)
* GOLD
Milliman, Inc.
* SILVER
Voya Financial
* BRONZE
John Hancock
LARGE (>$200mm - $1b)
* GOLD
Charles Schwab
* SILVER
Milliman, Inc.
* BRONZE
T. Rowe Price
MEGA (>$1b)
* GOLD
T. Rowe Price
* SILVER
Charles Schwab
* BRONZE
Voya Financial
6 June 8, 2022 ■
PLANSPONSOR EXCELLENCE IN RETIREMENT AWARDS

PLANSPONSOR - Excellence in Retirement Awards 2022

Table of Contents for the Digital Edition of PLANSPONSOR - Excellence in Retirement Awards 2022

2021 DC SURVEY STANDOUTS
2022 BEST IN CLASS 401(K) PLANS
PLAN SPONSOR OF THE YEAR
2020 winners
2021 winners
PLANSPONSOR - Excellence in Retirement Awards 2022 - 1
PLANSPONSOR - Excellence in Retirement Awards 2022 - 2
PLANSPONSOR - Excellence in Retirement Awards 2022 - 3
PLANSPONSOR - Excellence in Retirement Awards 2022 - 4
PLANSPONSOR - Excellence in Retirement Awards 2022 - 5
PLANSPONSOR - Excellence in Retirement Awards 2022 - 2021 DC SURVEY STANDOUTS
PLANSPONSOR - Excellence in Retirement Awards 2022 - 2022 BEST IN CLASS 401(K) PLANS
PLANSPONSOR - Excellence in Retirement Awards 2022 - 8
PLANSPONSOR - Excellence in Retirement Awards 2022 - 2020 winners
PLANSPONSOR - Excellence in Retirement Awards 2022 - 2021 winners
PLANSPONSOR - Excellence in Retirement Awards 2022 - 11
PLANSPONSOR - Excellence in Retirement Awards 2022 - 12
PLANSPONSOR - Excellence in Retirement Awards 2022 - 13
PLANSPONSOR - Excellence in Retirement Awards 2022 - 14
PLANSPONSOR - Excellence in Retirement Awards 2022 - 15
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