PLANSPONSOR - February/March 2018 - 35

= Best in Class Award. = Service Commendation.
l = Received too few ratings in category and was thus ineligible for recognition.
u = Score was in the top quartile of all comparable scores.
Technology
Participant Education
Sponsor Services
Investment/Fees
60% u
59% u
59%
61% u
l
71% u
59%
57%
56%
l
l
l
l
53%
52%
73% u
39%
51%
54%
Sponsor Feedback/How Providers Can Improve
" Touch base with clients once per year
outside of regular scope of services
to see how things are doing for them
and to discuss what changes the year
ahead may bring. "
" Have a dedicated client service
representative versus a call-centerteam
approach to customer service. "
" Too many electronic communications
with insufficient clarity. "
" Offer 'lay' language in addition to
the legal language for explanations.
... Help me with ambiguous
reporting requirements. Initiate an
annual review of my portfolio and
recommend changes (if any). "
54%
58%
68% u
57%
57%
54%
53%
51%
65% u
50%
60% u
56%
70%
71%
79% u
92% u
75%
65%
71%
76% u
63%
78% u
67%
65%
71%
48%
54%
10
7
62% u 18
69% u 20
59% 12
51%
46%
48%
46%
43%
3
5
3
4
63% u 18
3
63% u 7
52% 9
PLANSPONSOR.com February-March 2018 35
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 "
# awards
http://www.PLANSPONSOR.com

PLANSPONSOR - February/March 2018

Table of Contents for the Digital Edition of PLANSPONSOR - February/March 2018

25 Years of Retirement Plans
2017 DC Survey: Providers
2018 Best In Class 401(k) Plans
Trends in Risk Assets
What Lower Fees Reveal
Sandwiched Between
Nondiscrimination Testing
PLANSPONSOR - February/March 2018 - Cover1
PLANSPONSOR - February/March 2018 - Cover2
PLANSPONSOR - February/March 2018 - 1
PLANSPONSOR - February/March 2018 - 2
PLANSPONSOR - February/March 2018 - 3
PLANSPONSOR - February/March 2018 - 4
PLANSPONSOR - February/March 2018 - 5
PLANSPONSOR - February/March 2018 - 6
PLANSPONSOR - February/March 2018 - 7
PLANSPONSOR - February/March 2018 - 8
PLANSPONSOR - February/March 2018 - 9
PLANSPONSOR - February/March 2018 - 10
PLANSPONSOR - February/March 2018 - 11
PLANSPONSOR - February/March 2018 - 12
PLANSPONSOR - February/March 2018 - 13
PLANSPONSOR - February/March 2018 - 14
PLANSPONSOR - February/March 2018 - 15
PLANSPONSOR - February/March 2018 - 25 Years of Retirement Plans
PLANSPONSOR - February/March 2018 - 17
PLANSPONSOR - February/March 2018 - 18
PLANSPONSOR - February/March 2018 - 19
PLANSPONSOR - February/March 2018 - 20
PLANSPONSOR - February/March 2018 - 21
PLANSPONSOR - February/March 2018 - 22
PLANSPONSOR - February/March 2018 - 23
PLANSPONSOR - February/March 2018 - 24
PLANSPONSOR - February/March 2018 - 25
PLANSPONSOR - February/March 2018 - 26
PLANSPONSOR - February/March 2018 - 27
PLANSPONSOR - February/March 2018 - 28
PLANSPONSOR - February/March 2018 - 29
PLANSPONSOR - February/March 2018 - 2017 DC Survey: Providers
PLANSPONSOR - February/March 2018 - 31
PLANSPONSOR - February/March 2018 - 32
PLANSPONSOR - February/March 2018 - 33
PLANSPONSOR - February/March 2018 - 34
PLANSPONSOR - February/March 2018 - 35
PLANSPONSOR - February/March 2018 - 36
PLANSPONSOR - February/March 2018 - 37
PLANSPONSOR - February/March 2018 - 38
PLANSPONSOR - February/March 2018 - 39
PLANSPONSOR - February/March 2018 - 40
PLANSPONSOR - February/March 2018 - 41
PLANSPONSOR - February/March 2018 - 42
PLANSPONSOR - February/March 2018 - 43
PLANSPONSOR - February/March 2018 - 44
PLANSPONSOR - February/March 2018 - 45
PLANSPONSOR - February/March 2018 - 2018 Best In Class 401(k) Plans
PLANSPONSOR - February/March 2018 - 47
PLANSPONSOR - February/March 2018 - 48
PLANSPONSOR - February/March 2018 - 49
PLANSPONSOR - February/March 2018 - 50
PLANSPONSOR - February/March 2018 - 51
PLANSPONSOR - February/March 2018 - 52
PLANSPONSOR - February/March 2018 - 53
PLANSPONSOR - February/March 2018 - Trends in Risk Assets
PLANSPONSOR - February/March 2018 - 55
PLANSPONSOR - February/March 2018 - What Lower Fees Reveal
PLANSPONSOR - February/March 2018 - 57
PLANSPONSOR - February/March 2018 - Sandwiched Between
PLANSPONSOR - February/March 2018 - 59
PLANSPONSOR - February/March 2018 - Nondiscrimination Testing
PLANSPONSOR - February/March 2018 - 61
PLANSPONSOR - February/March 2018 - 62
PLANSPONSOR - February/March 2018 - 63
PLANSPONSOR - February/March 2018 - 64
PLANSPONSOR - February/March 2018 - Cover3
PLANSPONSOR - February/March 2018 - Cover4
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https://www.plansponsordigital.com/plansponsor/march_april_2023
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https://www.plansponsordigital.com/plansponsor/august_september_2021
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https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
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