Press Releases
SAN DIEGO, Calif. (12 MARCH 2018) BrightScope and ICI update their study annually, following the Department of Labor’s publication of the Form 5500 data filed by each of the approximately 550,000 401(k) plans. The study also incorporates data from the BrightScope Defined Contribution Plan Database, which includes information from nearly 20,000 large 401(k) plans that filed detailed audited reports with the Department of Labor.
“This study helps analyze data and trends in the evolving 401(k) marketplace, providing excellent insights into the considerations and features driving plan development,” said Brooks Herman, Vice President of Data & Research at BrightScope, a unit of Strategic Insight. “Examining the cost of investing in a 401(k) is an important aspect of our work and our detailed analysis shows that fees and expenses have decreased for plan participants over time. There are many factors driving declining expense ratios, including increased competition and the growing size of the 401(k) marketplace, as well as public disclosure of plan costs.”
SAN DIEGO, Calif. (26 February, 2018) – BrightScope, a Strategic Insight company, is pleased to announce the Top 30 401k Plans of 2016 report. BrightScope’s Top 30 list is comprised of large 401k plans with high overall quality, as measured by the BrightScope Rating. “This is our ninth year tracking America’s best 401k plans,” said Brooks Herman, Vice President, Data & Research, at BrightScope. “Over the years, the average 401k rating keeps improving, showing that America’s employers and employees are committed to improving their 401k outcomes.”
A new in-depth study conducted jointly by AllianceBernstein L.P (“AB”) and BrightScope reveals a dramatically shifting target-date landscape where recordkeepers who offer their own target-date funds – known as “proprietary” funds - are losing share of assets on their own platforms as plan sponsors are increasingly choosing funds from other providers given the increased array of solutions that offer benefits such as enhanced diversification, lower fees, multiple managers, etc. The research also provides insight on a competitive target-date market where some providers have turned to collective investment trusts (CITs) or passive offerings to respond to fee pressures and to try to retain share. http://www.prnewswire.com/news-releases/new-research-reveals-shifting-target-date-landscape-with-plan-sponsors-choosing-non-proprietary-solutions-300496547.html
We are pleased to announce our newest partnership with RiXtrema, the leading provider of risk management tools and analysis to the financial advisory and broker/dealer community.
BrightScope's Plan Data Network allows RiXtrema's FiduciaryOptimizer
seamless access and sharing of 404(a)(5) disclosure documents
"BrightScope's Plan Data Network is a unique platform," said RiXtrema President Daniel Satchkov, CFA. "It uses technology to provide firms performing rollover best interest determinations with the necessary retirement plan disclosures required by the DOL. Retirees frequently have a hard time obtaining the 404(a)(5) disclosure for the advisor. The Plan Data Network solves the advisor's problem, enabling the analysis. RiXtrema chose to integrate the Plan Data Network into our FiduciaryOptimizer suite of products to allow our users to seamlessly obtain the plan details from any 404(a)(5) document."
http://www.prnewswire.com/news-releases/rixtrema-partners-with-brightscope-to-create-seamless-workflow-for-fiduciary-analytics-300427026.html
SAN DIEGO, Calif. (Dec. 20, 2016) - BrightScope (BrightScope.com) announces the release of the newest collaborative research effort between BrightScope and the Investment Company Institute (ICI) that analyzes plan-level data gathered from audited Form 5500 filings of private-sector defined contribution plans.
This new report in the BrightScope/ICI Defined Contribution Plan Profile series focuses on private-sector 401(k) plans in 2014 and first analyzes 401(k) plans in the Department of Labor 2014 Form 5500 Research File. Focus then shifts to nearly 30,000 audited 401(k) plans in the BrightScope Defined Contribution Plan Database, which have between four and 100 investment options, at least $1 million in plan assets, and typically 100 participants or more.
We invite you to read the full report HERE.
BrightScope hires Rick Niedt, broker-dealer and retail data processing expert
BrightScope/ICI Study Analyzes Combinations of Key Features of 401(k) Plans and Trends in Plan Design
BrightScope Announces Its Seventh Annual Top 30 401k Plans List
BrightScope Announces the Top 25 Chicago Area Companies with the Best 401k Plans
BrightScope Welcomes Former BlackRock Managing Director Martin Beaulieu as Advisor
BrightScope Announces the Top 25 San Francisco Area Companies with the Best 401k Plans
BrightScope Reveals the Top 10 Target Date Series
BrightScope Updates List of the Top 100 Most Social Financial Advisors
BrightScope Ranks the Top 20 Commodities Funds Held in America’s 401k Plans
BrightScope Highlights Top Industries with the Best 401k Plans
Top 3 Mutual Funds Held in Retirement Plans
BrightScope Issues Updated List of the Top 20 TIPS Funds Held in America’s 401k Plans
403(b) Plans Offer Diverse Array of Investment Options
BrightScope Launches Fund Pages to Provide Unprecedented, Free Access to Mutual Fund Data and Analysis
BrightScope Announces the Top 25 Washington, D.C. Area Companies with the Best 401k Plans
BrightScope Announces the Top 25 Detroit Area Companies with the Best 401k Plans
BrightScope Honors the Most Generous U.S. Companies with the Best 401k Plans
BrightScope Names the Top 25 Atlanta Area-Based Companies with the Best 401k Plans
BrightScope Announces Latest Ranking of the Top 100 Most Social Financial Advisors
BrightScope Ranks the Top 25 Los Angeles Area-Based Companies with the Best 401k Plans
BrightScope Ranks the Top 25 New York Area-Based Companies with the Best 401k Plans
BrightScope Extends Sales Reporting Platform to RIA and Retail Channels
BrightScope Launches AdviceMatch to Simplify the Search for Financial Advice and Investment Guidance
BrightScope Announces Its Sixth Annual Top 30 401k Plans List
BrightScope Announces the Top 25 Seattle Area-Based Companies with the Best 401k Plans
BrightScope Ranks the Top 12 Small-Cap Funds Held in the Defined Contribution Marketplace
BrightScope Lists the Top 25 Indianapolis Area-Based Companies with the Best 401k Plans
BrightScope Lists Top 20 International Stock Funds Held in Defined Contribution Marketplace
BrightScope Ranks the Top 25 San Francisco Bay Area-Based Companies with the Best 401k Plans
BrightScope Names the Top 25 Pittsburgh Area-Based Companies with the Best 401k Plans
BrightScope Ranks the Top 20 Commodities Funds Held in America’s 401k Plans
BrightScope Announces the Top 15 Austin Area-Based Companies with the Best 401k Plans
BrightScope Lists the Top 25 Raleigh-Durham Area-Based Companies with the Best 401k Plans
BrightScope Highlights Top Industries with the Best 401k Plans
BrightScope Ranks the Top 25 Houston Area-Based Companies with the Best 401k Plans
BrightScope Announces the Top 25 San Jose Area-Based Companies with the Best 401k Plans
BrightScope Names the Top 25 Law Firms with the Best 401k Plans
BrightScope Announces the Top 25 Portland Area-Based Companies with the Best 401k Plans
BrightScope Selected to Provide Sales Reporting Data to Servicers on T. Rowe Price's Retirement Platform
BrightScope Reveals Latest Trends in Target Date Funds
BrightScope Ranks the Top 25 Phoenix Area-Based Companies with the Best 401k Plans
BrightScope Announces the Top 25 Charlotte Area-Based Companies with the Best 401k Plans
BrightScope Announces Top 25 Los Angeles Area-Based RIA Firms
BrightScope Announces Social Influence Rank for Financial Advisors
BrightScope President and Co-Founder Ryan Alfred Joins Employee Benefit Research Institute Board of Trustees
BrightScope Announces Top 25 Atlanta Area-Based RIA Firms
BrightScope announces Chris Riggio as its First Chief Revenue Officer
BrightScope Lists the Top 25 Detroit Area-Based Companies with the Best 401k Plans
BrightScope Issues Updated List of the Top 20 TIPS Funds Held in America’s 401k Plans
BrightScope Names the Top 25 Atlanta Area-Based Companies with the Best 401k Plans
BrightScope Announces Top 25 Miami Area-Based RIA Firms
BrightScope Ranks the Top 25 Dallas-Fort Worth Area-Based Companies with the Best 401k Plans
BrightScope Announces Top 25 Baltimore Area-Based RIA Firms
BrightScope Appoints Joan Wallace to Lead New Data Solutions Group
BrightScope Names the 30 Most Generous U.S. Companies with the Best 401k Plans
BrightScope Announces Its Fifth Annual Year-End Top 30 401k Plans List
BrightScope Opens its Doors to All Financial Advisors, Providing Access to Millions of Investors with Enhanced Advisor Pages
BrightScope Ranks the Top 25 Seattle Area-Based Companies with the Best 401k Plans
BrightScope Ranks the Top 12 Small-Cap Funds Held in America's 401k Plans
BrightScope Issues List of Top 20 International Stock Funds in Defined Contribution Marketplace
BrightScope Names the Top 25 Boston Area-Based Companies with the Best 401k Plans
BrightScope Issues List of Top 20 Commodities Funds Held in America's 401k Plans
BrightScope Ranks the Top 25 Pittsburgh Area-Based Companies with the Best 401k Plans
BrightScope Executives to Speak at Three Top Financial and Information Industry Conferences This October
BrightScope Announces the Top 20 Exchange-Traded Funds Held in America's 401k Plans
BrightScope Announces the Top 25 San Francisco Area-Based Companies with the Best 401k Plans
BrightScope and The Spaulding Group, Inc. Release UAPS White Paper For Public Comment
BrightScope Ranks Top Industries with the Best 401k Plans
BrightScope Announces the Top 25 Chicago Area-Based Companies With the Best 401k Plans
BrightScope Announces the Top 25 Automotive Companies with the Best 401k Plans
BrightScope Announces the Top 25 Houston Area-Based Companies With the Best 401k Plans
BrightScope Crowns the Top 15 Sports Organizations with the Best 401k Plans
BrightScope and Target Date Analytics Announce Latest Comprehensive Target Date Fund Study
BrightScope Announces the Top 25 Washington D.C. Area-Based Companies With the Best 401k Plans
BrightScope Names Top 25 Airlines with the Best 401k Plans
BrightScope Releases Top 25 Technology Companies with the Best 401k Plans
BrightScope Names Michael Kitces, Industry Luminary and Partner at Pinnacle Advisory Group, to Advisory Board
BrightScope Releases Top 25 Companies in the Health and Medicine Industry with the Best 401k Plans
BrightScope Announces Fourth Annual Top 25 List of Atlanta-Based Companies With the Best 401k Plans
BrightScope Announces the Top 25 New York City Area-Based Companies With the Best 401k Plans
BrightScope Announces Top 25 Companies in the Finance and Insurance Industry with the Best 401k Plans
BrightScope Lists Top 25 Law Firms With the Best 401k Plans
BrightScope OnTarget Indexes Now Available on Morningstar Platforms
BRIGHTSCOPE ANNOUNCES ITS FOURTH ANNUAL YEAR-END TOP 30 401K PLANS LIST
BrightScope Lists the Top 25 Virginia Beach Area-Based Companies With the Best 401k Plans
BrightScope Announces Top 15 New Orleans Area-Based RIA Firms
BrightScope Announces the Top 25 Buffalo Area-Based Companies With the Best 401k Plans
BrightScope Announces Top 10 Greenville Area-Based RIA Firms
BrightScope Announces the Top 25 Charlotte Area-Based Companies With the Best 401k Plans
BrightScope Issues Top 15 Birmingham Area-Based RIA Firms
BrightScope Welcomes Dr. Stephen Coggeshall, CTO of ID Analytics, to Advisory Board
BrightScope Announces the Top 25 Indianapolis Area-Based Companies With the Best 401k Plans
BrightScope Issues Top 15 San Antonio Area-Based RIA Firms
BrightScope Issues Top Cincinnati Area-Based RIA Firms
BrightScope Announces the Top 25 Raleigh-Durham Area-Based Companies With the Best 401k Plans
BrightScope Issues Top 15 Salt Lake City Area-Based RIA Firms
BrightScope Announces the Top 25 Pittsburgh Area-Based Companies With the Best 401k Plans
BrightScope Issues Top 15 Pittsburgh Area-Based RIA Firms
BrightScope Issues Top 15 Orlando Area-Based RIA Firms
BrightScope Appoints Sonia Ahuja as EVP of Business Development and Strategy
BrightScope Reveals the Top 25 St. Louis Area-Based Companies With the Best 401k Plans
BrightScope Releases Top 25 St. Louis Area-Based RIA Firms
BrightScope Announces Top 25 Cleveland Area--Based RIA Firms
BrightScope Announces the Top 25 Miami Area-Based Companies With the Best 401k Plans
BrightScope Reveals Top 25 Denver Area-Based RIA Firms
BrightScope Lists the Top 10 Sacramento Area-Based Companies With the Best 401k Plans
BrightScope Announces Top 25 Kansas City Area-Based RIA Firms
BrightScope Reveals the Top 25 Tampa-St. Petersburg Area-Based Companies With the Best 401k Plans
BrightScope and Target Date Analytics Release Latest Comprehensive Target Date Fund Study
BrightScope Highlights Top 10 Oklahoma City Area-Based RIA Firms
BrightScope Announces the Top 25 Detroit Area-Based Companies With the Best 401k Plans
BrightScope Lists the Top 25 Portland Area-Based Companies With the Best 401k Plans
BrightScope Highlights Top 25 Milwaukee Area-Based RIA Firms
BrightScope Releases the Top 25 Minneapolis Area-Based Companies With the Best 401k Plans
BrightScope Releases Top 15 Memphis Area-Based RIA Firms
BrightScope Lists the Top 25 Denver Area-Based Companies With the Best 401k Plans
BrightScope Announces Top 20 Sacramento Area-Based RIA Firms
BrightScope Reveals the Top 25 Seattle Area-Based Companies With the Best 401k Plans
BrightScope Names Top 25 Portland, Oregon Area-Based RIA Firms
BrightScope Announces the Top 25 Philadelphia Area-Based Companies With the Best 401k Plans
BrightScope Issues List of Top 25 Raleigh, North Carolina Area-Based RIA Firms
BrightScope Announces the Top 25 Phoenix Area-Based Companies With the Best 401k Plans
BrightScope Announces List of Top 25 Minneapolis Area-Based RIA Firms
BrightScope and The Spaulding Group, Inc. Release White Paper That Proposes a Universal Performance Standard for Financial Advisors
BrightScope Releases List of Top 15 Las Vegas Area-Based RIA Firms
BrightScope Ranks San Diego Area-Based Companies with 401k Plans Containing More Than $100M in Assets
BrightScope Announces List of Top 25 Fort Worth Area-Based RIA Firms
BrightScope Names the Top 25 Boston Area-Based Companies With the Best 401k Plans
BrightScope Announces List of Top 25 Charlotte Area-Based RIA Firms
BrightScope Announces Third Annual Top 25 List of Atlanta-Based Companies With the Best 401k Plans
BrightScope Highlights List of Top 25 Austin Area-Based RIA Firms
BrightScope Reveals the Top 25 List of Bay Area-Based Companies With the Best 401k Plans
BrightScope Announces List of Top 25 Columbus Area-Based RIA Firms
BrightScope Lists the Top 25 Houston Area-Based Companies With the Best 401k Plans
BrightScope Issues List of Top 25 Indianapolis Area-Based RIA Firms
BrightScope Announces the Top 25 Washington, D.C. Area-Based Companies With the Best 401k Plans
BrightScope Issues List of Top 25 Nashville Area-Based RIA Firms
BrightScope Highlights the Top 25 Chicago Area-Based Companies With the Best 401k Plans
BrightScope Announces List of Top 25 Seattle Area-Based RIA Firms
BrightScope Announces the Top 25 Los Angeles Area-Based Companies With the Best 401k Plans
BrightScope Reveals List of Top 25 Detroit Area-Based RIA Firms
BrightScope Releases List of the Top 25 New York City Area-Based Companies With the Best 401K Plans
BrightScope Highlights List of Top 25 Atlanta Area-Based RIA Firms
BrightScope Adds "The Reformed Broker" Josh Brown to Advisory Board
BrightScope Releases List of Top 25 Omaha Area-Based RIA Firms
BrightScope Reveals List of Top 25 Phoenix Area-Based RIA Firms
BrightScope Discloses List of Top 25 Miami Area-Based RIA Firms
BrightScope Announces List of Top 25 Dallas-Fort Worth Area-Based RIA Firms
BrightScope Highlights San Francisco's Top 25 RIA Firms
BrightScope Announces the Top 20 Tips Funds Held in America's 401k Plans
BrightScope Partners with Arkovi to Improve Financial Advisor Social Media Engagement
BrightScope Releases List of Top 25 Baltimore Area-Based Registered Investment Advisor Firms
BrightScope Announces Its Third Annual Year-End Top 30 401k Plans List
BrightScope Releases List of Top 25 Houston Area-Based Registered Investment Advisor Firms
BrightScope Announces the Top 25 Philadelphia Area-Based Registered Investment Advisor Firms With the Most Assets Under Management
BrightScope Discloses the Top 25 Boston Area-Based Registered Investment Advisor Firms With the Most Assets Under Management
BrightScope Reveals the Top 25 Washington, D.C. Area-Based Registered Investment Advisor Firms With the Most Assets Under Management
American Century Investments LIVESTRONG® Portfolios Garner Top Ranking in Study of 34 Target Date Fund Families
BrightScope Releases the Top 25 San Diego Area-Based Registered Investment Advisor Firms With the Most Assets Under Management
BrightScope Reveals the Top 20 Stable Value Funds Held in America's 401k Plans
BrightScope Names Chicago's Top 25 Registered Investment Advisor Firms With the Most Assets Under Management
BrightScope Releases the Top 25 Los Angeles Area-Based Registered Investment Advisor Firms with the Most Assets Under Management
BrightScope Announces New York City's Top 25 Registered Investment Advisor Firms With the Most Assets Under Management
BrightScope and Target Date Analytics Release Groundbreaking Target Date Fund Study
BrightScope Highlights the Top 15 Mid-Cap Mutual Funds in the Defined Contribution Marketplace
BrightScope Highlights the Top 10 International Stock Funds in the Defined Contribution Marketplace
Target-Date Funds to Face Unexpected Hurdles
BrightScope Highlights the Top 12 Small-Cap Funds Within America's 401k Plans
ERISA Law Firm Creates a Recommendation Report Powered by BrightScope
BrightScope Announces the Top 20 Exchange-Traded Funds Held in America's 401k Plans
BrightScope Announces the Top 10 Treasury Inflation Protected Securities Funds Held in America's 401k Plans
BrightScope Announces the Top 10 Commodities Funds Held in America's 401k Plans
Frazier & Deeter, FD Alliance, BrightScope and SignatureFD Conducts National Webinar on New Trends in Employee Benefit Plan Ratings
BrightScope Releases Second Annual List of the Top Atlanta Area-Based Companies With the Best 401k Plans
BrightScope's New Advisor Pages Give People an Unbiased Way to Discover, Research and Select the Right Financial Advisor
BrightScope Rating Expands to Include 403b Plans for the Education, Non-Profit and Hospital Sectors; Announces the Top 25 403b Plans Greater Than $100M
BrightScope and John Scott to Host 2011 Phoenix 401k Evaluation Summit
BrightScope Announces The Top 25 Law Firms With The Best 401k Plans
McDonald's Engages BrightScope To Help Bolster Its 401k Plan
BrightScope Welcomes Former Fidelity Investments Executive Scott David as Advisor
BrightScope Announces Its Second Annual Year-End Top 30 401k Plans List
BrightScope Names the Top 10 Virginia Beach Area-Based Companies With the Best 401k Plans
BrightScope Recognizes the Top 10 Buffalo Area-Based Companies With the Best 401k Plans
BrightScope Announces the Top 10 Charlotte Area-Based Companies With the Best 401k Plans
BrightScope Names the Top 10 Hartford Area-Based Companies With the Best 401k Plans
BrightScope Releases the Top 10 Indianapolis Area-Based Companies With the Best 401K Plans
BrightScope Launches New 401k Data Product for Leading Investment Managers
BrightScope Announces The Top 10 Pittsburgh Area-Based Companies With the Best 401k Plans
BrightScope Releases List of the Top 10 Funds Held in America's 401K Plans
BrightScope Reveals the Top 10 Baltimore Area-Based Companies With the Best 401k Plans
BrightScope Announces the Top 10 Orlando Area-Based Companies With the Best 401k Plans
Brightscope Uncovers the Top 10 St. Louis Area-Based Companies With the Best 401k Plans
BrightScope Names the Top 10 Cleveland Area-Based Companies With the Best 401K Plans
BrightScope Features the Top 10 Miami Area-Based Companies With the Best 401k Plans
BrightScope Releases The Top 10 Sacramento Area-Based Companies With The Best 401k Plans
BrightScope Uncovers The Top 10 Tampa Area-Based Companies With The Best 401k Plan
BrightScope Names The Top 10 Detroit Area-Based Companies With The Best 401k Plans
BrightScope Identifies The Top 10 Portland Area-Based Companies With The Best 401k Plans
BrightScope Names The Top 10 Minneapolis Area-Based Companies With The Best 401k Plans
BrightScope Announces The Top 10 Denver Area-Based Companies With The Best 401k Plans
CalSTRS Selects the BrightScope On Target Indexes to Strengthen Its Target Date Funds
BrightScope Reveals The Top 10 Dallas Area-Based Companies With The Best 401k Plans
BrightScope Discloses The Top 10 Seattle Area-Based Companies With The Best 401k Plans
BrightScope Reveals The Top 10 Philadelphia Area-Based Companies With The Best 401k Plans
BrightScope Recognizes The Top 10 Phoenix Area-Based Companies With The Highest Rated 401k Plans
BrightScope Names The Top 10 San Diego Area-Based Companies With The Highest Rated 401k Plans
BrightScope Identifies The Top 10 Boston Area-Based Companies With The Highest Rated 401k Plans
BrightScope Reveals The Top 10 Bay Area-Based Companies With The Highest Rated 401k Plans
BrightScope Reveals The Top 10 Houston-Based Companies With The Best 401k Plans
BrightScope Reveals The Top 10 Washington, D.C.-Based Companies With The Best 401k Plans
BrightScope Reveals The Top 10 Atlanta-Based Companies With The Best 401k Plans
BrightScope Announces The Top 10 Chicago-Based Companies With The Best 401k Plans
BrightScope Announces The Top 10 Los Angeles-Based Companies With The Best 401k Plans
BrightScope Identifies Top 10 New York-Based Companies With The Best 401k Plans
BrightScope Partners With Acceleration Retirement To Create Most Powerful Prospecting Solution Ever For Retirement Plan Advisors
Consumers Get First-Ever Look at 401k Fees With Personal 401k Fee Report
BrightScope Releases The 2009 Top 30 401k Plans List
401k Ratings Firm BrightScope Partners with Target Date Analytics to Unveil the BrightScope On Target Index
BrightScope Welcomes Leading 401k Executive Michael Falcon as Advisor
BrightScope Launches Advisor Central to Provide 401k Plan Advisors and Consultants Tools to Identify and Service Plans
401k Ratings Firm BrightScope Secures $2 Million in Series B Funding
BrightScope Launches 401k Plan Management Dashboard to Shed Light Into the Future of American Retirement
BrightScope Flooded with 401k Data Uploads from Plan Sponsors
BrightScope Launches First Online 401k Rating System and 401k Ratings Disclosure Website