International Retirement Plans

Easily navigate the crowded vendor landscape

International retirement plans specialize on providing retirement benefits for employees outside the United States.

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Rachel B

HR Director

Vendor Banner International Retirement Plans Q2  2024

Q2 June 2024: Winners

Top 0 International Retirement Plans

List of the top 0 International Retirement Plans in Shortlister as of June 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
    19 Vendors
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    Reviews pending
    Full Reviews Breakdown

    Fidelity International

    Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company, we think ... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
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    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
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Zedra

    ZEDRA is a global provider of Active Wealth, Corporate and Fund solutions. Our clients include high net worth individuals and their families seeking diversified active wealth solutions, as well as, medium to large sized companies, asset managers and their ... View Full Profile

    Employees
    740
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    GDPR Compliant
    Global Capabilities
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    International Retirement
    Investment Management
    Pension Plan
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    AXIS Financial Consultants

    AXIS Financial Consultants specialize in international retirement plans. Planning your retirement as an expatriate can be a challenging exercise. For clients seeking a UK pension transfer overseas, Axis offer the following services: Provide initial pension ... View Full Profile

    Employees
    3
    Lives Serviced
    100
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    International Retirement
    Retirement Plan Consulting
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    GRP Retirement Partners

    Global Retirement Partners is dedicated to becoming a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors. This approach is built on an incredibly strong partnership between the Global 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
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Summa Global Advisors

    We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop ... 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
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    Reviews pending
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    Thun Financial Advisors

    Our investment management process employs an index allocation strategy that delivers superior long-term investment results through broad diversification and tax efficiency. Investment management is complimented with comprehensive financial planning, allowing ... 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

    The Sovereign Group

    Sovereign began in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. We currently manage over 20,000 structures for a wide variety of clients – companies, entrepreneurs, private ... 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
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    Reviews pending
    Full Reviews Breakdown

    Natixis Investment Managers

    Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help... 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
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Greenback Expat Tax Services

    Greenback makes life better for Americans living abroad and aims to take away the anxiety and hassle of helping US expats become and stay compliant with their US taxes while overseas. Why more Americans trust Greenback with their US expat taxes: Expertise. You... 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

    MSH INTERNATIONAL

    MSH INTERNATIONAL is a world leader in the design and management of international healthcare solutions with over 400,000 insured members across more than 194 countries and 2,000 corporate clients... View Full Profile

    Employees
    501-1000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    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
    8745
    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

    FMI Retirement Services

    FM International Services (NY), Ltd. provides a wide range of retirement services featuring customized benefit plans, flexible investment options and centralized pension administration. Through FMi’s myriad services, businesses of all sizes create unique ... 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
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Investments for Expats

    At Investments for Expats (IFE) we make sure that your financial future is secure. We can help by arranging and moving pensions so that they become tax efficient. We can support you in investing, we have a fund that we have set up and we can talk to you all ... 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
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Previnter

    PREVINTER is an independent non-profit association. It promotes, organizes and steers the employee benefits of its member companies’ internationally mobile personnel.More than 40 years of international expertise PREVINTER was founded in 1974. Since then, it ... 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
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    Reviews pending
    Full Reviews Breakdown

    Reilly Financial Advisors

    As an independent Registered Investment Advisor, Reilly Financial Advisors manages client assets through fully integrated solutions, providing a comprehensive suite of services to help clients achieve their financial goals. As fee-based advisors, we make ... 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
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    Reviews pending
    Full Reviews Breakdown

    STM Group PLC

    STM is a multi-jurisdictional financial services group listed on AIM, a market operated by the London Stock Exchange. The Group specialises in the administration of client assets in relation to retirement, estate and succession planning and wealth structuring... 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

    USA Benefits Group

    USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals. A market mainstay for over two decades, USABG remains on the cutting edge of the industry, giving agents the resources they need to market their business to a... 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

    utmost

    Utmost Worldwide Limited is located in Guernsey, where we were established over 30 years ago. We are a life insurance company providing retirement & savings and employee benefit solutions to individual and corporate clients around the world. In 2019 we became ... 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
    - - -