RESEARCH | August 7, 2017

2017
PLANADVISER Recordkeeper Services Guide

Recordkeepers’ consistent evolution

Reported by PLANADVISER | Art by Josh Cochran

Providers

List of Providers
ADP Retirement Services
Alliance Benefit Group
American Funds
American Trust Retirement
Ameritas Retirement Plans
Ascensus
Aspire Financial Services
AXA
Bank of America Merrill Lynch
BPAS
Charles Schwab
Correll Co.
CUNA Mutual Retirement Solutions
Employee Fiduciary
Empower Retirement
EPIC Advisors, Inc.
Fidelity Investments
John Hancock Retirement Plan Services
July Business Services
Kidder Benefits Consultants, Inc.
Lincoln Financial Group
MassMutual
MetLife Resources
Milliman, Inc.
Nationwide
Newport Group
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
Pentegra Retirement Services
PNC Retirement Solutions
Principal Financial Group
Professional Capital Services
Prudential Financial, Inc.
RPG Consultants
Securian Financial Group
The Standard
TIAA
Transamerica
T. Rowe Price
Ubiquity Retirement & Savings
Unified Trust Company
USI Consulting Group
VALIC
Vanguard
Voya Financial
Wells Fargo