1 Pro-Forma calculations based upon data as of December 31, 2017 provided by PLANSPONSOR 2018 Recordkeeping Survey and inclusive of shock lapse and new sales assumptions.
2 World’s Most Ethical Companies: Ethisphere Institute, February 2018.
3 Forbes, May 2018.
4 Based on number of plans, PLANSPONSOR Defined Benefit Administration survey, May 2019.
5 Based on total number of Section 409A plans, PLANSPONSOR 2018 NQDC Recordkeeping Survey, June 2018.
6 Based on number of plans, PLANSPONSOR Recordkeeping Survey, June 2017.
7 Based on data from the Morningstar 2018 Target-Date Fund Landscape report. “Active multi-managed target date funds” describes the underlying assets.