Baden Retirement Plan Services

Unbundled Service Preference Study

According to planadvisor.com, a recent Spectrem research report shows the characteristics of plans sponsors/employers offering defined contribution plans that still prefer unbundled services.  "The Spectrem research report said unbundled usage is highest among those with plan assets of $50 million to $199 million and that those going the unbundled route are more likely than those bundling to bring in a consultant to advise on their plan decisions.  Sponsors of plans with $200 million or more in assets are the least likely to use unbundled purchasing."    Full article.