403(b) Companies

403(b) providers offer a tax-advantaged retirement savings plan to individuals working for government employers or non-profit organizations.
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401GO

401GO

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Company Overview

Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

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About 401GO

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 problems allowing you to focus on your future and your business. We look at retirement outside of the box, automating all the things that normally are handled by your business and giving you the freedom to get back to what you do best.
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Transamerica Retirement Solutions

Transamerica Retirement Solutions

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Founded

1904

Employees

1,001

Funding Summary

Not Provided

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About 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 employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. Show More
AIG

AIG

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Founded

1919

Employees

Funding Summary

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About 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, life insurance, and retirement and financial services through our General Insurance, Life and Retirement and Investments business units.

What unites us across all of these products is our commitment to helping our clients prepare for what’s next. Whether that’s helping cities and communities to prepare for and recover from natural disasters or providing a financially secure... Show More
Voya Financial

Voya Financial

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Founded

2014

Employees

Funding Summary

None

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About 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® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time. Show More
Principal Financial

Principal Financial

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Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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About 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 of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More
T. Rowe Price

T. Rowe Price

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Founded

1937

Employees

7,868

Funding Summary

None

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About 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 United States in 1947

In 1986, T. Rowe Price first issued shares to the public.

T. Rowe Price is focused on two core businesses – providing recordkeeping services to the plan sponsors and managing money for individuals and institutions. Show More
OneAmerica

OneAmerica

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Founded

1877

Employees

Funding Summary

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About 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 are organized in a mutual holding company structure. From a business standpoint, the advantages of our mutual holding company structure are numerous. This structure supports our growth strategy by providing flexibility to bring other mutual insurance companies into the organization. It allows for efficiency in capital structure by providing both support for growth and stability for financial strength... Show More
Alight Solutions

Alight Solutions

3.9 (14)
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Company Overview

Founded

1994

Employees

10,000

Funding Summary

2.5M Series A

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About Alight Solutions

Founded in June 2017 following a divestiture from Aon Corporation, Alight inherits over 40+ year of HR expertise from its predecessors, Aon and Hewitt Associates. Most recently, in July 2024, Alight completed the sale of our Professional Services segment and our Payroll & HCM Outsourcing businesses to an affiliate of H.I.G. Capital. Following the sale, this business unit has been rebranded as Strada and will operate independently from Alight. In December 2022, Alight acquired ReedGroup, a leader in leave management solutions. This acquisition significantly strengthened Alight's ability to support employees and their dependents throughout their entire employment lifecycle, from onboarding to... Show More
Mutual of America Financial Group

Mutual of America Financial Group

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Founded

1945

Employees

1,000

Funding Summary

Not Provided

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About 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 service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.
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NWPS

NWPS

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Founded

1994

Employees

193

Funding Summary

None

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About NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business.

Services
Plan consulting and design
Recordkeeping and actuarial
Compliance and administration
Communication and participant services

We employ imaginative, creative, and practical approaches to meet client needs and address new developments. We work closely with our clients to ensure that their benefit plans are as efficient and effective as possible. Show More
The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA)

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Founded

1996

Employees

250

Funding Summary

Not Provided

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About 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 consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $11 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
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Alliance Pension Consultants, LLC

Alliance Pension Consultants, LLC

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Company Overview

Founded

1979

Employees

45

Funding Summary

Not Provided

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About 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 together and with other professionals to create extraordinary teams that succeed in plan design and administration. Our constant goal is to deliver value by providing unbiased, cost-effective solutions to the most complex and critical challenges.
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Human Interest

Human Interest

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Min. Group Size

1 eligible

Lives Serviced

-

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Lock

Product Features

Not Provided.

Product Description

Human Interest offers 403(b) plans that have best-in-class admin and employee experience, transparent pricing, and a complete solution with added protection for non-profit businesses. Plans include record-keeping services, streamlined onboarding for employees, and... Show More
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Newport Group

Newport Group

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Founded

1985

Employees

Funding Summary

None

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Clients size is Locked

About Newport Group

Newport Group has been acquired by Ascensus

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 companies in the United States, from small businesses to the Fortune 1000.
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Pecunia

Pecunia

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Founded

09/20

Employees

Funding Summary

Not Provided

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Clients size is Locked

About 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, Pecunia provides a predesigned 401(k) plan solution providing clients with a low cost plan while reducing administrative burdens and fiduciary obligations. With an all electronic online enrollment process, employers can start a new retirement plan or move an existing 401(k) plan with Pecunia in as little as 15 minutes. This allows you to focus on what you do best; grow your business.
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Plan Member

Plan Member

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Founded

1992

Employees

200

Funding Summary

Not Provided

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About 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. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
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PlanPILOT

PlanPILOT

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Founded

2011

Employees

9

Funding Summary

Not Provided

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About 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-active, value-adding services to our clients, their plan committee(s) and their employees.
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SavvyFi

SavvyFi

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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Lock

Product Features

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Product Description

The student loan retirement match program improves financial wellness by enabling employees to convert their student loan payments into retirement savings contributions through their qualified retirement plans.

Employees sign... Show More
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Sentinel Benefits

Sentinel Benefits

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Founded

1987

Employees

Funding Summary

Not Provided

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About Sentinel Benefits

Sentinel Benefits & Financial Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts.

Our services include:

WEALTH PLANNING SERVICES
> Investment Advisory Services
> Retirement Plan Administration
> Open Architecture Retirement Plan Recordkeeping
> Defined Benefit & Cash Balance Plan Services
> Actuarial Consulting
> Employee Stock Ownership Plans

LIFE PLANNING SERVICES
> Group Benefits Brokerage
> Flexible Spending Account Administration
>... Show More
TimeTrex

TimeTrex

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Lock

Product Features

Not Provided.

Product Description

Our solutions cater to 403(b) plans, supporting non-profit and educational organizations in managing their retirement benefits. TimeTrex ensures effortless administration, compliance, and employee engagement in retirement planning. Show More
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