RESEARCH

2016 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 Retirement
Ameritas Retirement Plans
Ascensus
Aspire Financial Services
AXA Equitable Life Insurance Company
BPAS
CDM Retirement Plan Consultants
Charles Schwab
Correll Co.
CUNA Mutual Retirement Solutions
Empower Retirement
EPIC
Fidelity Investments
J.P. Morgan Asset Management
John Hancock Retirement Plan Services
July Business Services
Kidder Benefits Consultants, Inc.
Lincoln Financial Group
MassMutual Financial Group
Mesirow Financial
Milliman, Inc.
Nationwide
Newport Group
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
PNC Retirement Solutions
Principal
Professional Capital Services
Prudential Retirement
Securian Financial Group, Inc.*
Security Benefit
Sentinel Benefits & Financial Group
The Standard
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.