Overview

For 401(k) plans, record keeping platforms serve as the central place where plan participants interact with their corporate retirement plans. Amongst other functions, participants use these platforms to log into their accounts, get access to investments, make changes, and get important notices. As the gateway to a Participant’s 401(k), the role of Record Keeper is as an important service provider that could substantially improve a Participant’s experience with her plan or frustrate it.

Institutional Investor has launched a survey of the professional buyers - the Plan Advisors - who frequently know and work with these Record Keepers and ultimately make the recommendations that help Plan Sponsors determine which Record Keeper is the right one for their Plans.