Retirement Plan Consulting

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Retirement Plan Consulting Q3  2021

Q3 September 2021: Winners

Top 0 Retirement Plan Consulting

List of the top 0 Retirement Plan Consulting in Shortlister as of September 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
  • 3rd Party Integrations
  • URAC Accredited
50 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
10001+
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

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
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

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
0
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 Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
0
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
0
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
Not Provided
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
Responsive design
Top Offerings
401(k) 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

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
0
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

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
0
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

Ambassador Advisors

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
- - -
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
10001+
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

Retirement Plan Consultants

Retirement Plan Consultants LLC is a professional firm of CPAs who partner with elite Advisory Firms from across the country, helping them to serve their clients by acting as Third Party Administrator (TPA), Recordkeeper, Independent Fiduciary, 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

TPS Group

For over 50 years, TPS Group, Inc. has had a long tradition of providing actuarial and employer sponsored retirement benefit services to businesses in the Northeast and Mid-Atlantic states. We recognize that no two businesses have the same goals or objectives ... 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

Wealthcare Financial Group, Inc.

Since the founding of Wealthcare Financial Group, Inc.™, we have also been featured in local and national media outlets: Washington Business Journal, the Bowie Star News, Investor’s Business Daily, Investment Advisor Magazine, the NorthStar News & Analysis... 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

Aberdeen Asset Management

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage £525.7 ... 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

Actuaries Unlimited, Inc.

Actuaries Unlimited, Inc. is a Third-Party Administration (“TPA”) and actuarial consulting company that has been in business nearly 50 years. Located in Encino, California, Actuaries Unlimited, Inc. provides a comprehensive spectrum in actuarial 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

Associates Financial Group, Inc.

Associates Financial Group is a national financial services firm with a focus on the financial needs of businesses as a 401k provider and individual investors. We strive to bring our business and individual clients products and strategies to enhance their ... 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

Boyce & Associates, Inc.

Boyce & Associates, Inc. is a comprehensive consulting, actuarial and retirement plan administration firm. We are a professional organization that provides a full range of pension services. Our exceptional service allows our clients to focus on their business... 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
- - -