RESEARCH | July 30, 2013

2013
Recordkeeper Services Guide

Finding a defined contribution recordkeeper suited to you and your client

Reported by PLANADVISER

Providers

List of Providers
ADP Retirement Services
Alliance Benefit Group
Alliance Pension Consultants LLC
American Funds Distributors Inc.
American Pensions
American Trust & Savings Bank
Ameritas Retirement Plans
Ascensus
ASPire Financial Services LLC
Associated Trust Company, N.A.
AXA Equitable Life Insurance Co.
Bank of America Merrill Lynch
BMO Retirement Services
BPAS
Charles Schwab
Correll Co.
CUNA Mutual Group*
DailyAccess Corporation
EPIC Advisors Inc.
Fidelity Investments
Great-West Financial
Heintzberger \| Payne
ING U.S. Retirement**
Insperity Retirement Services
John Hancock Retirement Plan Services
J.P. Morgan Retirement Plan Services
July Business Services
Kidder Benefits Consultants Inc.
Lincoln Financial Group
MassMutual Financial Group
MBM Advisors Inc.
Mercer
MetLife Resources
Milliman Inc.
Nationwide Financial
The Newport Group
New York Life Retirement Plan Services
OneAmerica
PAi
Paychex Inc.
Pentegra Services Inc.
PNC Bank, Vested Interest
Principal Financial Group
Prudential Retirement
Securian Financial Group Inc.
Security Benefit
Sentinel Benefits & Financial Group
The Standard
SunTrust Bank
TIAA-CREF
T. Rowe Price
Transamerica Retirement Solutions
Unified Trust Company, N.A.
USI Consulting Group
VALIC
Wells Fargo