Benefit Plan Survey | Benefit Plan Survey Report | OH | IN | KY

Employee Benefit Plan Survey

Benefit Plan Benchmarking Report - Ohio 401k Auditor

Employee Benefit Plan Survey Report

Benchmark Your Employee Benefit Plan
Is your plan in Compliance with DOL and IRS Regulations?

Managing an employee benefit plan isn’t easy. Compliance with Department of Labor (DOL), Employee Retirement Income Security Act (ERISA) requirements as well as the Internal Revenue Service (IRS) are quite complex, and to complicate matters, regulation changes frequently. This study canvases regional organizations and provides intelligence on key metrics and issues related to both the design and the risk management of defined contribution benefit plans.

You can request the full report using the form below.

Our survey of 76 plan sponsors found:

  • More than half of survey respondents have evaluated their trustee/custodian relationship in the past year.
  • Satisfaction with plan performance and design is consistent and rated highly. Retirement readiness of plan’s participants, however, is lagging with 45% responding with a low levels of satisfaction.
  • Nearly two thirds of respondents offer ROTH deferrals in their plans, however auto enrollment and auto escalation were less common.
  • The median investment options offered by plan respondents ranged from 10-20.

Want the full survey today in order to compare the complete results with your plan? Request the report below

Request the Benefit Plan Survey Report

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