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An Empirical Analysis of the Drivers of Record Keeping Cost in U.S. Defined Contribution Plans

An Empirical Analysis of the Drivers of Record Keeping Cost in U.S. Defined Contribution Plans

by Janjaap Weeda, Jim Stamper, Kevin Vandolder, Pouya Behmaram | Aug 20, 2024 | Research

Recordkeeping cost in our $1.3 trillion DC database vary widely, from $20 to $80 per participant annually. This analysis explains this variance from a line-up and plan characteristics perspective: Key cost drivers include economies of scale, managed accounts, and...
An Empirical Analysis of the Drivers of Record Keeping Cost in U.S. Defined Contribution Plans

Prepare Today to Protect Your Defined Contribution Plan Tomorrow

by Sandy Halim, Janjaap Weeda, Maaike van Bragt | Jan 24, 2022 | Research

In recent years, the number of ERISA-based lawsuits brought against DC plan fiduciaries has exploded — and they show no signs of slowing down. For plan sponsors, mitigating the growing litigation risk is business-critical. After reading this research, you will...

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