Retirement Plan Consulting

Easily navigate the crowded vendor landscape

Retirement plan consulting helps employers provide appropriate retirement plan options to employees and ensure they meet fiduciary responsibilities.

"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 Retirement Plan Consulting Q2  2024

Q2 April 2024: Winners

Top 0 Retirement Plan Consulting

List of the top 0 Retirement Plan Consulting in Shortlister as of April 2024, 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
    None
    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
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    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
    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

    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
    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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    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
    7.5M Seed Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    403(b) Plan
    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
    - - -
    5.0 (1 reviews)
    Full Reviews Breakdown

    Fiducient Advisors

    Fiducient Advisors opened May 1, 1995 and remains dedicated to investment consulting. Our mission is to help clients prosper by placing their interests first and providing straightforward advice built on practical intellectual capital. We are privileged 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

    Hall Benefits Law, LLC

    HBL's experienced team provides employee benefits legal compliance support for all aspects of Retirement Plan Consulting regardless of geographic location or company size... View Full Profile

    Employees
    10
    Lives Serviced
    250,000
    Funding
    1 None
    Minimum Group Size
    50 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    HR Compliance Services
    Employee Stock Ownership Plan (ESOP)
    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

    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
    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

    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

    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

    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
    3rd Party Integrations
    GDPR Compliant
    Responsive Design
    Top Offerings
    Retirement Plan Consulting
    Financial Education
    Financial Coaching
    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
    - - -
    4.7 (5 reviews)
    Full Reviews Breakdown

    Nayya

    The New Era in Employee Benefits. Inspired by the end-employee. Powered by data. Join us in revolutionizing the way consumers experience group benefits. Nayya drives benefits impact from enrollment to usage to re-enrollment. Nayya delivers on this impact ... View Full Profile

    Employees
    130
    Lives Serviced
    2,000,000
    Funding
    105.7M Series C
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Benefits Decision Support
    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
    - - -
    4.5 (2 reviews)
    Full Reviews Breakdown

    Jellyvision, the makers of ALEX

    ALEX Medicare helps your retiring employees understand the Medicare coverage options available to them, through the same conversational interactive experience that you get with ALEX Benefits Counselor. The look and feel for ALEX Medicare is similar to Benefits... View Full Profile

    Employees
    300
    Lives Serviced
    9,000,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Benefits Decision Support
    Employee Engagement Platform
    Onboarding
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -