RESEARCH | August 13, 2020 2020 PLANADVISER Recordkeeper Services Survey Reported by PLANADVISER | Art by Eric Hanson Providers Navigation StoryIndustry SnapshotDC Recordkeeping Industry Overview401(k) Plans403(b) Plans457 PlansNQDC PlansSEP / SIMPLE PlansTop 10Providers Select a year 2020 2019 2018 2017 2016 2015 2014 2013 2008 2007 PURCHASE REPRINTWANT MORE INFO? Providers -- Providers Overview --Recordkeeping Providers SEP / SIMPLE Providers Recordkeeping ProvidersADP Retirement ServicesAIG Retirement ServicesAlliance Benefit GroupAmerican FundsAmerican Trust RetirementAmeritasAscensusBank of America CorporationBenefit Consulting GroupBOK FinancialBPASCharles SchwabCorrell Co.CUNA Mutual Retirement SolutionsEmpower RetirementEPIC Retirement Plan ServicesEquitableFidelity InvestmentsGuidelineIPX/FPS Group, LLCJohn HancockJuly Business ServicesLincoln Financial GroupMassMutualMilliman, Inc.NationwideNewport NWPSOneAmericaPaychex, Inc.PCS Retirement, LLCPentegra Retirement ServicesPrincipal Financial GroupPrudential RetirementRPG ConsultantsSecurian FinancialSentinel Benefits & Financial GroupThe StandardTCG AdministratorsTIAATransamerica Retirement SolutionsT. Rowe PriceUnified Trust Company, N.A.USI Consulting GroupThe Vanguard Group, Inc.Voya Financial SEP / SIMPLE / Solo 401(k) ProvidersADP Retirement ServicesAscensusCapital Group (Home of American Funds)Charles SchwabFidelity InvestmentsInvescoPCSPrincipal Financial Group