Profit Sharing Plan Administrators

Product Info

Company Overview

Founded

2014

Employees

0

Funding Summary

None

Clients Your Size

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

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Raymond James

Reviews pending

Product Info

Company Overview

Founded

1962

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Raymond James

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
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Principal Financial

4.4 (2)

Product Info

Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size

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

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OneAmerica

4.9 (1)

Product Info

Company Overview

Founded

1877

Employees

0

Funding Summary

Clients Your Size

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

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Canada Life

Reviews pending

Product Info

Company Overview

Founded

1891

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Canada Life

On Jan. 1, 2020 The Great-West Life Assurance Company, London Life Insurance Company, The Canada Life Assurance Company and two holding companies amalgamated. They are now one company – The Canada Life Assurance Company™. Show More

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Newport Group

Reviews pending

Product Info

Company Overview

Founded

1985

Employees

0

Funding Summary

None

Clients Your Size

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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PAi Retirement Services

Reviews pending

Product Info

Company Overview

Founded

1983

Employees

0

Funding Summary

Clients Your Size

About PAi Retirement Services

PAi’s brand is built on company roots and values. Founder Michael Kiley started PAi in 1983 with the specific purpose of making affordable, best-in-class retirement plans available to American small business owners. At age 62, Michael’s father discovered his retirement plan wasn’t what he thought it was and he ended up working until
age 80 to provide for his retirement. It became clear to Michael that the system could, and should, work better for the average business owner and average employee.

PAi works with many partners—industry leaders, advocacy groups, government officials, business owners, and committed brands—to... Show More

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ShareBuilder 401k

Reviews pending

Product Info

Company Overview

Founded

2005

Employees

0

Funding Summary

None

Clients Your Size

About ShareBuilder 401k

ShareBuilder 401k offers simple, low- cost 401(k) plans. We're here to help any business save more for retirement - from Solo 401(k)s to plans for 100 employees or more. Show More

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401GO

Reviews pending

Product Info

Min. Group Size

-

Lives Serviced

25,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Show All Features

Not Provided.

Product Description

Through integration and automation, we’ve created an entirely new way to save for retirement.

-Get up and running in just minutes
-Individualized guided portfolios
-Simple and affordable pricing Show More

Company Overview

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T. Rowe Price

Reviews pending

Product Info

Company Overview

Founded

1937

Employees

7,868

Funding Summary

None

Clients Your Size

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

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NWPS

Reviews pending

Product Info

Company Overview

Founded

1994

Employees

193

Funding Summary

None

Clients Your Size

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

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Hall Benefits Law, LLC

Reviews pending

Product Info

Min. Group Size

50 eligible

Lives Serviced

99,999

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Show All Features

Not Provided.

Product Description

HBL's experienced team provides employee benefits legal compliance support for all aspects of Profit Sharing Plan Administration regardless of geographic location or company size. Show More

Company Overview

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NS Capital

Reviews pending

Product Info

Company Overview

Founded

2008

Employees

0

Funding Summary

Clients Your Size

About NS Capital

NS Capital is a Registered Investment Advisor (RIA) offering portfolio management services for individual investors, pensions and endowments; as well as custom-designed 401(k) plans for small businesses. We are a Fiduciary to all of our clients. NS Capital's unique investment methodology captures the benefits of the institutional investing model, and delivers them to retail investors. Our proprietary approach is possible because NS Capital is privately owned and completely independent. This distinction alone stands out from an industry that is dominated by “advisors” who are often nothing more than “re-sellers” of distributors’ products.
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Mutual of America Financial Group

Reviews pending

Product Info

Company Overview

Founded

1945

Employees

1,000

Funding Summary

Not Provided

Clients Your Size

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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The Retirement Advantage, Inc. (TRA)

Reviews pending

Product Info

Company Overview

Founded

1996

Employees

250

Funding Summary

Not Provided

Clients Your Size

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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Alerus

Reviews pending

Product Info

Company Overview

Founded

1879

Employees

677

Funding Summary

Not Provided

Clients Your Size

About Alerus

With roots tracing back to 1879, Alerus is a diversified financial services company. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, ND, the Minneapolis-St. Paul, MN metropolitan area and Scottsdale and Mesa, AZ. Alerus Retirement and Benefits plan administration offices are located in St. Paul, MN, East Lansing, MI, and Littleton, CO.

We focus on helping clients achieve financial wellness by pairing technological tools... Show More

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FuturePlan by Ascensus

Reviews pending

Product Info

Company Overview

Founded

Employees

0

Funding Summary

Not Provided

Clients Your Size

About FuturePlan by Ascensus

FuturePlan is the #1 TPA partner for America’s leading advisors and recordkeepers, empowering them to deliver better outcomes for savers across the nation. We make life easier for everyone we serve, simplifying the complex and relieving the burden of plan administration, consulting, and compliance.

We combine highly responsive personalized service with the unmatched strength and security of a national leader. Today, FuturePlan’s experienced team of experts supports more than 53,000 plan sponsors with 1.9M participants and $98B in assets under administration.

FuturePlan is proud to be independent and singularly focused on client needs. We... Show More

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PlanPILOT

Reviews pending

Product Info

Company Overview

Founded

2011

Employees

9

Funding Summary

Not Provided

Clients Your Size

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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SMA Services, Inc.

Reviews pending

Product Info

Company Overview

Founded

1984

Employees

0

Funding Summary

Not Provided

Clients Your Size

About SMA Services, Inc.

Headquartered in Birmingham, Alabama, SMA Services, Inc. was established in 1984 as a wholly-owned, for-profit subsidiary of the Southern Medical Association (SMA). At that time, its main purpose was to provide SMA members with personal and professional financial services ranging from insurance and retirement to travel. While continuing to provide group services for the Southern Medical Association and its members, SMA Services, Inc. has expanded in scope and currently offers quality administrative services to everyone.
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Benetrends

Reviews pending