Retirement Plan Consulting

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Retirement Plan Consulting Q2  2022

Q2 June 2022: Winners

Top 0 Retirement Plan Consulting

List of the top 0 Retirement Plan Consulting in Shortlister as of June 2022, 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
  • 3rd Party Integrations
  • URAC Accredited
58 Vendors
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Reviews pending
Full Reviews Breakdown

Aon

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights ... View Full Profile

Employees
Not Provided
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

Archbright

Archbright™ is the go-to resource for employers in the Pacific Northwest. At our core, we offer easy access to expert HR, Safety, and Legal advice through an affordable annual membership. Our focus is helping companies elevate workplace performance. With ... View Full Profile

Employees
200
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

Benefit Planning Consultants, Inc.

Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing ... View Full Profile

Employees
101-250
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

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
- - -
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
Not Provided
Lives Serviced
2,200,000
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
Investment Management
401(k) Plan
Profit Sharing Plan
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
- - -

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Reviews pending
Full Reviews Breakdown

NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We are independently owned and have no conflicts of interest with investments, insurance or other lines of business. Services Plan consulting and ... View Full Profile

Employees
Not Provided
Lives Serviced
425,000
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
401(k) Plan
403(b) Plan
Pension Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

401GO

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... View Full Profile

Employees
28
Lives Serviced
32,000
Funding
4.5M Seed Round
Minimum Group Size
No Minimum
Features
Responsive Design
Top Offerings
401(k) Plan
Retirement Plan Consulting
Profit Sharing Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

IMA Wealth management

IMA Wealth, Inc. is an RIA registered with the SEC, a broker-dealer registered with the SEC, Member FINRA, and an insurance agency. This site is not a solicitation or offer to sell investment services except in states where we are registered or where an ... 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

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 ... View Full Profile

Employees
1000
Lives Serviced
600,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
403(b) Plan
401(k) Plan
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

NewRetirement

NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals. Based on AI technology, the comprehensive planning and modeling engine considers thousands of ... View Full Profile

Employees
31
Lives Serviced
3,000,000
Funding
7M Series A
Minimum Group Size
No Minimum
Features
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Retirement Plan Consulting
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

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-... View Full Profile

Employees
9
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Retirement Plan Consulting
403(b) Plan
401(k) 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
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
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

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

Arthur J. Gallagher

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and ... 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

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
401(k) Plan
Investment Management
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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. ... View Full Profile

Employees
200
Lives Serviced
200,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
403(b) Plan
457 Plan
401(k) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

ABA Retirement Funds Program

The ABA Retirement Funds Program (“the Program”) offers an employer-sponsored retirement plan; built by lawyers, powered by pros. For over 55 years, the Program has been committed to providing the tools necessary to help all legal professionals achieve ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
401(k) Plan
Profit Sharing Plan
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Ambassador Advisors, LLC

At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy... 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
- - -