International Retirement Plans

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International Retirement Plans Q4  2021

Q4 October 2021: Winners

Top 0 International Retirement Plans

List of the top 0 International Retirement Plans in Shortlister as of October 2021, presented in the order they appear in the full Vendor Listing tab.

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  • Global Capabilities
  • iOS Native Application
  • Android Native Application
  • Responsive Design
  • GDPR Compliant
  • SSAE 18 / SOC Audit(s) Performed
  • NCQA Accredited / Certified
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  • URAC Accredited
20 Vendors
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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
0
Minimum Group Size
No Minimum
Features
Top Offerings
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
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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
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
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Key Clients
- - -
Clients Your Size
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Reviews pending
Full Reviews Breakdown

AXIS

Axis Consultants offer advice on QROPS - UK pension transfers, retirement planning, wealth management and property purchase in France to expats. Areas of activity include financial planning, offshore banking, offshore investment and private health insurance. ... 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

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
- - -
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
- - -
Clients Your Size
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Reviews pending
Full Reviews Breakdown

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

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
- - -
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
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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
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

Expat Financial

Expat Financial is a leader in providing independent insurance to clients around the world. Expat Financial offers international health insurance, expatriate disability and life insurance, special risk insurance and expatriate group insurance plans. Expat ... View Full Profile

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