RESEARCH |
2016
PLANADVISER Micro Plan Survey
Exploring the needs of micro plans
Reported by PLANADVISER
| Art by Bill Mayer
Best In Class
| Fees/Investment | |||
|---|---|---|---|
| Range of investments | Participant fee disclosure | Cost-to-value of plan fees | |
| ABG Retirement Plan Services | |||
| ADP Retirement Services | |||
| American Trust | |||
| Ascensus | |||
| BB&T Retirement and Institutional Services | |||
| Correll Co. | |||
| CUNA Mutual Group | |||
| Empower Retirement | |||
| Fidelity Investments | |||
| John Hancock Retirement Plan Services | |||
| MassMutual Financial Group | |||
| MBM Advisors Inc. | |||
| OneAmerica | |||
| Principal Financial Group | |||
| The Standard | |||
| Transamerica Retirement Solutions | |||
| VALIC | |||
| Voya Financial | |||
For more information on detailed research available by plan size, industry or plan provider, please contact Brian O’Keefe at Brian.Okeefe@strategic-i.com.