Global Pension Transparency Benchmark

Now in its final edition, the Global Pension Transparency Benchmark (GPTB) continues to promote transparency for better pension outcomes. Pension funds and other asset owners worldwide are striving to adopt higher transparency and disclosure standards for the benefit...
Understanding Two Distinct Sources of Data for U.S. Defined Contribution Retirement Plans

Understanding Two Distinct Sources of Data for U.S. Defined Contribution Retirement Plans

The question of which data source to trust for retirement plan cost benchmarking has significant implications for plan sponsors’ fiduciary decisions. This research paper compares two commonly used data sources—the US Department of Labor’s Form 5500...
Understanding Two Distinct Sources of Data for U.S. Defined Contribution Retirement Plans

The Impact of Service Models on Pension Administration Costs: A Global Perspective

The cost of administering benefits for large Defined Benefit (DB) pensions varies significantly worldwide, from an average of £34 per member in the U.K. to an average of $180 CAD in Canada. This whitepaper quantifies these cost differences, considering factors like...
Understanding Two Distinct Sources of Data for U.S. Defined Contribution Retirement Plans

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

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...