403(b) Companies

Easily navigate the crowded vendor landscape

403(b) providers offer a tax-advantaged retirement savings plan to individuals working for government employers or non-profit organizations.

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Rachel B

HR Director

Vendor Banner 403(b) Companies Q1  2024

Q1 March 2024: Winners

Top 0 403(b) Companies

List of the top 0 403(b) Companies in Shortlister as of March 2024, presented in the order they appear in the full Vendor Listing tab.

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    Features

    • Global Capabilities
    • iOS Native Application
    • Android Native Application
    • Responsive Design
    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
    • NCQA Accredited / Certified
    • 3rd Party Integrations
    • URAC Accredited
    34 Vendors
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    Full Reviews Breakdown

    401GO ( Visit Website )

    The most innovative 401(k) platform in the world! We build our system from scratch to solve one of the most important solutions you need to strengthen your business. The 401(k) industry is expensive, slow and very inefficient. We created 401GO to solve these ... View Full Profile

    Employees
    28
    Lives Serviced
    32,000
    Funding
    7.5M Seed Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    403(b) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Transamerica Retirement Solutions

    Expert focus on retirement plans We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their ... View Full Profile

    Employees
    1001-5000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    AIG

    With roots that trace back to 1919, we're a global insurance company with operations in more than 80 countries and jurisdictions. We provide a range of insurance products to support our clients in business and in life, including: general property/casualty, ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Voya Financial

    Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    401(k) Plan
    457 Plan
    403(b) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Principal Financial

    Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients ... View Full Profile

    Employees
    20000
    Lives Serviced
    Not Provided
    Funding
    33.5M Series C
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    401(k) Plan
    Pension Plan
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    T. Rowe Price

    T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:  Established in 1937 by Thomas Rowe Price, Jr.  Incorporated in the state of Maryland in 1947  Licensed to conduct business throughout the ... View Full Profile

    Employees
    7868
    Lives Serviced
    2,304,004
    Funding
    None
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    401(k) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -

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    Reviews pending
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    Hall Benefits Law, LLC

    HBL's experienced team provides employee benefits legal compliance support for 403(b) plan Sponsors regardless of geographic location or company size... View Full Profile

    Employees
    10
    Lives Serviced
    250,000
    Funding
    1 None
    Minimum Group Size
    200 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    HR Compliance Services
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Human Interest

    Employees
    5000
    Lives Serviced
    100,000
    Funding
    200M
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    401(k) Plan
    403(b) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    OneAmerica

    The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than 140 years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients. We ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    1,148,000
    Funding
    Minimum Group Size
    6 eligible
    Features
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    403(b) Plan
    401(k) Plan
    457 Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Mutual of America Financial Group

    Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized ... View Full Profile

    Employees
    1000
    Lives Serviced
    600,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    403(b) Plan
    401(k) Plan
    Retirement Plan Consulting
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    NWPS

    NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We are independently owned and have no conflicts of interest with investments, insurance or other lines of business. Services Plan consulting and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    425,000
    Funding
    Minimum Group Size
    100 eligible
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    401(k) Plan
    403(b) Plan
    Pension Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    The Retirement Advantage, Inc. (TRA)

    As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert ... View Full Profile

    Employees
    250
    Lives Serviced
    9,000
    Funding
    Not Provided
    Minimum Group Size
    1 eligible
    Features
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    Retirement Plan Consulting
    401(k) Plan
    Actuarial Service Firm
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Alliance Pension Consultants, LLC

    Since 1979, Alliance has been a leader in providing experienced and responsive retirement plan design and administration solutions. The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We work ... View Full Profile

    Employees
    45
    Lives Serviced
    50,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Retirement Plan Consulting
    Actuarial Service Firm
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Newport Group

    Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    1,500,000
    Funding
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    401(k) Plan
    403(b) Plan
    457 Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Pecunia

    Pecunia serves small and medium size businesses promoting workplace wellbeing and productivity by providing workers access to a high quality, cost efficient retirement savings platform, democratizing 401(k) plans. Utilizing the pooled employer plan (PEP) model... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    1 eligible
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    Investment Management
    Retirement Plan Consulting
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Plan Member

    Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. ... View Full Profile

    Employees
    200
    Lives Serviced
    200,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    403(b) Plan
    457 Plan
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    PlanPILOT

    PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-... View Full Profile

    Employees
    9
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    5 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    403(b) Plan
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    SentricHR

    At Sentric, we know your people are most important, and that’s why we’ve created an all-in-one solution to save time and make your life a little easier. SentricHR is a complete software solution, providing you with tools to manage onboarding, payroll, HR, ... View Full Profile

    Employees
    75
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Benefit Planning Consultants, Inc.

    Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Legacy Financial Planning

    Regardless of age or income level, the number one concern we hear from individuals nearing or in retirement is: “How can I make sure my money will last as long as I do?” That’s because managing a lifetime of financial assets in retirement is complex and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -