RESEARCH

2015 PLANADVISER Recordkeeper Services Guide

Providers

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List of Providers
ADP Retirement Services
Alliance Benefit Group*
Alliance Pension Consultants, LLC
American Funds
American Trust
Ameritas Retirement Plans
Ascensus
Aspire Financial Services^
Associated Institutional Trust Services
AXA
BMO Retirement Services
BPAS*
CDM Retirement Consultants, Inc.
Charles Schwab~
Correll Co.
CUNA Mutual Retirement Solutions
Empower Retirement
EPIC Advisors, Inc.
Fidelity Investments
Guardian Life Insurance Co. of America
John Hancock Retirement Plan Services
July Business Services
Kidder Benefits Consultants, Inc.
Lincoln Financial Group
MassMutual Financial Group
MBM Advisors, Inc.
Mercer
Mesirow Financial
MetLife Resources
Milliman, Inc.
Nationwide Financial
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
Pentegra Retirement Services*
Plan Administrators, Inc. (PAi)
Principal Financial Group
Prudential Retirement
Securian Financial Group, Inc.
Security Benefit
Sentinel Benefits & Financial Group*
The Standard
SunTrust Bank
TIAA-CREF
Transamerica Retirement Solutions
T. Rowe Price
Ubiquity Retirement + Savings
Unified Trust Company
USI Consulting Group
VALIC
Voya Financial
Wells Fargo

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Recordkeeping Survey

Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today.