RESEARCH |
2016
PLANADVISER Micro Plan Survey
Exploring the needs of micro plans
Reported by PLANADVISER
| Art by Bill Mayer
Best In Class
| Service Teams | ||||
|---|---|---|---|---|
| Legislative/Reg updates | Account team knowledge | Service team responsiveness | Staff consistency | |
| 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.