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November 30, 2020 12:00 AM

P&I still taking responses for annual survey of top 1,000 retirement plans

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    Pensions & Investments is accepting late responses to its annual survey of the 1,000 largest retirement plans in the U.S.

    P&I has published a special report based on this survey annually since 1974. The data gathered on what has been a tumultuous year for retirement plans will be the basis for stories by the staff on the latest trends in defined benefit and defined contribution investing.

    The issue will be published Feb. 8, 2021.

    Questionnaires were sent to more than 1,300 plan sponsors in P&I's database. The largest 1,000 will be identified in the coming months from completed questionnaires, follow-up phone calls and emails, and database searches.

    Plan sponsors with combined U.S. pension and DC plan assets of $1.3 billion or more are eligible. To request a survey or obtain further information, please contact Anthony Scuderi at [email protected] or 212-210-0140, or visit pionline.com/section/surveys. Plan sponsors that complete the survey can have access to the data in P&I's Research Center database.

    The survey generally covers the 12 months ended Sept. 30, 2020. In cases where no infor- mation is provided from the plan sponsor, or the data are older than June 30, 2020, P&I will calculate estimates to Sept. 30.

    There are a few new questions this year to reflect emerging trends and areas of interest. The question on whether a DB plan incorporates ESG factors into the portfolio management process now has two subsequent questions on how much is invested under ESG principles and how much is invested in ESG mandates.

    Similarly, while past surveys asked whether DB plans have a policy of encouraging the hiring of money managers owned by women, minorities, the disabled and veterans, this year P&I is asking how much is invested with those managers and how many managers are on the roster.

    Finally, in light of Department of Labor guidance allowing DC plans to include certain private equity strategies into diversified investment options, a question has been added on how much is invested in private equity in DC plans.

    Also, a comments box has been added to the end of the survey where plan sponsors can voluntarily note any substantial changes in their data from the year before.

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    October 23, 2023 page one

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    • Topics
      • Alternatives
      • Artificial Intelligence
      • CIOs
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      • Defined Contribution
      • ESG
      • Face to Face
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Partner Content
      • Private Credit
      • Pension Funds
      • Private Equity
      • Real Estate
      • Regulation
      • Special Reports
      • Washington
      • White Papers
    • International
      • U.K.
      • Canada
      • Europe
      • Asia
      • Australia - New Zealand
      • Middle East
      • Latin America
      • Africa
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Influential Women in Institutional Investing 2024
      • Eddy Awards
    • Resource Guides
      • Active Thematic Global Equities
      • Retirement Income
      • Fixed Income
      • Pension Risk Transfer
      • Pooled Employer Plans (PEPs)
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • ESG Investing | Industry Brief
      • Innovation in ESG Investing
      • ESG Rated ETFs
      • Divestment Database
    • Defined Contribution
      • Latest DC News
      • The Plan Sponsor's Guide to Retirement Income
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • DC Plan Design: Improving Participant Outcomes
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Research Center
      • The P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
    • Print