LIMRA's 401(k) Retirement Plan Sales Scorecard

For questions contact Shayna Smith or Kevin Hockemeyer.

LIMRA 401(k) Sales Scorecard

Principal's reaction to competitor enhancements.

Advanced modeling planner, RobustWealth and external accounts service partnership with Yodlee.

Overall plan sales

John Hancock leads retirement plan sales in Q2, 2018.

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Participant Breakdown

Retirement plan sales by participant size.

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Assets size

Retirement plan sales by plan asset size.

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Net Gains

Net gains plans, participants and assets.

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Sales Trends

Plan sales trends year-over-year.

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Rolling Sales Trends

Rolling 12-month sales trends.

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Percentage of plan wins

And the winner is...

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Top IRA Providers by AUA

Top 20 IRA providers by assets.

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