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2020 PLANADVISER Retirement Plan Adviser Survey Target-Date Fund The 2024 Asset Management &

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The 2024 Asset Management & Servicing IIA Finalist hi-res logo for Public Fixed Income

and plans’ estimated assets

The 2024 PLANSPONSOR DC Standout Bronze: Plan Assets >$200MM–$1B

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2020 PLANADVISER Retirement Plan Adviser Survey Target-Date Fund The 2024 Asset Management &Published September October 2020, the PLANADVISER Retirement Plan Adviser Survey is now available in PDF,(Consisting of 9 pages) The 2020 PLANADVISER Retirement Plan Adviser Survey was open for response in September and received 472 replies. Survey questions captured adviser insights on industry decision drivers as well as assessments of investment managers, mutual funds and defined contribution (DC) plan recordkeepers. Investment manager and mutual

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