Logo: 2024 Chief Investment Officer_ AM&S_Finalist_ Liability-Driven Investing (LDI) - Large RPAY and the expectation for the

Name: Logo: 2024 Chief Investment Officer_ AM&S_Finalist_ Liability-Driven Investing (LDI) - Large RPAY and the expectation for the
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and the expectation for the frequency of portfolio transitions for 2023

A summary of responses is included on the facing page

the 2023 PLANSPONSOR Recordkeeping Survey Report is now available in PDF

Product descriptions are as of the June 30 survey deadline and are subject to change

2024 PLANADVISER Adviser Value Survey

Logo: 2024 Chief Investment Officer_ AM&S_Finalist_ Liability-Driven Investing (LDI) - Large RPAY and the expectation for theThe 2024 Asset Management & Servicing IIA Finalist hi res logo for Liability Driven Investing (LDI) Large. All sales are final.

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