RESEARCH |
2016
PLANADVISER Micro Plan Survey
Exploring the needs of micro plans
Reported by PLANADVISER
| Art by Bill Mayer
Best In Class
| Plan Administration | ||||||
|---|---|---|---|---|---|---|
| Retiree services | Loan/Withdrawal processing | Beneficiary administration | Form 5500 processing | Compliance support/testing | Plan design flexibility | |
| 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.