Plans in Transition: 2012-2013 Annual Defined Contribution Plan Report

The newest edition of this defined contribution plan survey report examines the trends in employer-sponsored retirement plans. This year’s report uncovers industry trends in areas including communication programs, investment advice, participation and deferral rates, investment consultants, plan administration, fund selection and retention, fees, asset allocation, fiduciary concerns, retirement readiness, and the future of plans.

In addition to covering new trends, Plans in Transition: 2012-2013 Annual Defined Contribution Plan Report poses many of the same questions we have been asking sponsors in previous surveys over the last two decades. Issues that were important to sponsors on day one-enrollment levels, contribution rates, and asset allocation-remain critically important to plan managers. Findings are broken-down by industry and by the size of plans. The report also provides comments from plan sponsors and discussion of real-life experiences to add to the mountain of numbers included. 

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This best-selling report will help you strategize and review the success of your current plan. Gain new ideas and fresh perspectives by seeing what other plan administrators are doing and how they approach the future.

The 397 survey respondents represent a broad spectrum of the U.S. economy, and the report includes perspectives from all major industry groups. Plans of all asset sizes, ranging from under $3 million to over $750 million, and number of participants from 75 to over 10,000 are represented in this year’s survey.

In many ways the retirement plan industry is thriving today. It survived the recent recession. Participation by millions of Americans building retirement savings accounts in their defined contribution plans is high. The government is helping to make plans more efficient and more open.

Yet this is also a time of uncertainty. The economy is still a critical concern. Sponsors are wary about adding certain new options and programs to their plans until they have more confidence about their finances and the economy. All of these trends-the change, the stability, and the concerns about the future are reflected in this survey report.