403(b) Providers

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403(b) Providers Q3  2021

Q3 September 2021: Winners

Top 0 403(b) Providers

List of the top 0 403(b) Providers in Shortlister as of September 2021, 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
25 Vendors
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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
0
Minimum Group Size
No Minimum
Features
Android native application
GDPR Compliant
iOS native application
Top Offerings
403(b) Plan
401(k) Plan
457 Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Voya Financial

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
0
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
Not Provided
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
Not Provided
Lives Serviced
2,200,000
Funding
0
Minimum Group Size
No Minimum
Features
Android native application
GDPR Compliant
iOS native application
Top Offerings
Investment Management
401(k) Plan
Profit Sharing 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
0
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
- - -

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Reviews pending
Full Reviews Breakdown

Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader... View Full Profile

Employees
Not Provided
Lives Serviced
22,600,000
Funding
64M Series A
Minimum Group Size
No Minimum
Features
Android native application
iOS native application
Responsive design
Top Offerings
401(k) Plan
457 Plan
403(b) Plan
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
0
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

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
0
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

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
101-250
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

Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
268M Series E
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Equitable

Equitable, the brand name of Equitable Holdings Inc., is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement ... 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
- - -
Reviews pending
Full Reviews Breakdown

Merrill Edge

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Associated Benefit Planners, Ltd.

As a locally owned and independent Third Party Administrator (TPA), ABP has been providing quality TPA and consulting services for 30+ years. ABP provides comprehensive consulting and administration services for most types of retirement plans, including 401(k... 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

Betterment

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging ... View Full Profile

Employees
101-250
Lives Serviced
Not Provided
Funding
3M
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Datair Employee Benefit Systems Inc.

DATAIR has provided employee benefit software and services to benefits administration professionals. They supported mainframe systems from the late 1960s, added time-sharing and minicomputer systems in the 1970s, and then microcomputer systems in the early ... View Full Profile

Employees
11-50
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

Fiduciary Wise, LLC

Sponsoring a 401(k) or ERISA-403(b) Plan is challenging - and can be risky – especially if its oversight is not “proactive”. That’s how Fiduciary Wise can help. We take on, via legal contract, over 90% of a Plan Sponsor’s duties and risks. We, in ... 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

Higginbotham

Higginbotham serves as a Single Source for insurance, risk management and financial services by providing access to commercial and personal property/casualty coverage, employee benefits, retirement plans, life insurance and executive compensation plans through... View Full Profile

Employees
501-1000
Lives Serviced
Not Provided
Funding
20.7M
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Human Interest

Human Interest offers an easy and affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We are an automated, paperless 401(k) that reduces all ... View Full Profile

Employees
251-500
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -