2014 National Plan Sponsor Study

Assumptions, Assessments and Actions

Plan Sponsor Views of Participant Support and Advisor Partnerships

Watch Diane Gallagher, Vice President DCIO Practice Management, discuss key findings to a survey we conducted to better understand plan sponsors’ perspectives on retirement plans. This study offers insight into:

  • How employers view their plan objectives
  • Support from advisors and service providers
  • Plan Sponsors’ beliefs around employee behavior

Assumptions, Assessments and Actions

Download the full PDF of the 2014 plan sponsor study. 

Complete Study

 

This survey was conducted between February 8 and March 3, 2014. Respondents were screened to include only those who currently work for a private or publically-held company or organization that was founded prior to 2010 and offers a defined contribution plan with plan assets of less than $100 million for which the respondent has considerable influence. A total of 310 sponsors participated including 104 whose company has plan assets under $25 million, 78 between $25 million and $50 million, 75 between $50 million and $75 million, and 53 between $75 million and $100 million. The data were balanced to reflect the makeup of the total defined contribution population by plan asset size.

Data collection and analysis were completed by Mathew Greenwald and Associates, Inc., of Washington, D.C. 

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice. 

American Century Investment Services, Inc., Distributor