457 Plans

Easily navigate the crowded vendor landscape

457 providers offer a tax-advantaged supplemental retirement plan for employees of state and local governments and some tax-exempt organizations.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner 457 Plans Q2  2024

Q2 May 2024: Winners

Top 5 457 Plans

List of the top 5 457 Plans in Shortlister as of May 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
29 Vendors
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Reviews pending
Full Reviews Breakdown

TIAA

TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people. We support our customers ... 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

Transamerica

Life is about more than just money. That’s why Transamerica is committed to helping people make the wealth and health connection—it’s a whole new way of looking at everything that can affect your finances and how the little steps we take today can have a... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
100M Series D
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
403(b) Plan
Profit Sharing Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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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

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 ... View Full Profile

Employees
193
Lives Serviced
515,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Dashboard analytics
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

Empower 

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools ... View Full Profile

Employees
7228
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

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

Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services ... View Full Profile

Employees
26524
Lives Serviced
Not Provided
Funding
10K Grant
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
5.0 (1 reviews)
Full Reviews Breakdown

Fiducient Advisors

Fiducient Advisors has significant expertise in advising defined contribution plans, which represent about two-thirds of our institutional client base. We believe the corporate defined contribution plan landscape is likely to continue evolving in response to ... View Full Profile

Employees
200
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Retirement Plan Consulting
401(k) Plan
Cash Balance 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

CBIZ

CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property ... 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

Empower Retirement

Empower Retirement is guided by a vision to revolutionize workplace retirement savings. We believe people deserve better than a one-size-fits-all solution. That’s why we take a collaborative approach to retirement planning that’s driven by personalization... View Full Profile

Employees
5001-10000
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

Franklin Templeton

Franklin Resources, Inc. (www.franklinresources.com) is a global investment management organization operating as Franklin Templeton. The products, services, information and materials referenced in this site may not be available to residents in certain ... View Full Profile

Employees
5001-10000
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

ICMA-RC

Founded in 1972, ICMA-RC is a non-profit independent financial services corporation focused on providing retirement plans and related services for more than one million public sector participant accounts and approximately 9,000 retirement plans. Our mission is... 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

North Carolina Department of State Treasurer

The Department of the State Treasurer (DST) under the leadership of Dale R. Folwell, CPA, serves the people of North Carolina through a variety of functions including, managing the 26th largest pool of public money in the world, administrating health care for ... 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
- - -