RESEARCH | August 6, 2014

2014
Recordkeeping Survey

The right recordkeeper for you and your client

Reported by PLANADVISER | Art by Gerard Dubois

Providers

List of Providers
ADP Retirement Services
Alliance Benefit Group
Alliance Pension Consultants LLC
American Funds Distributors Inc.
American Trust Retirement
Ameritas Retirement Plans
Ascensus
Aspire Financial Services
Associated Institutional Trust Services
Bank of America Merrill Lynch
BMO Retirement Services
Correll Co.
CUNA Mutual Retirement Solutions
DailyAccess Corporation
EPIC Advisors
Fidelity Investments
Great-West Financial
Guardian Life Insurance Co. of America
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
Mesirow Financial
Milliman
NADART
Nationwide Financial
The Newport Group
New York Life Retirement Plan Services
NFP
Northwest Plan Services Inc.
OneAmerica
The Online 401(k)
Paychex Inc.
Pentegra Retirement Services
Plan Administrators Inc. (PAi)
Planmember Securities Corporation
Principal Financial Group
Prudential Retirement
Securian Financial Group Inc.
Security Benefit
Sentinel Benefits & Financial Group
The Standard
SunTrust Bank
Transamerica Retirement Solutions
T. Rowe Price
Unified Trust Company, N.A.
USI Consulting Group
VALIC
Wells Fargo