RESEARCH |
2016
PLANADVISER Micro Plan Survey
Exploring the needs of micro plans
Reported by PLANADVISER
| Art by Bill Mayer
Best In Class
| Technology | |||||
|---|---|---|---|---|---|
| Participant call center(s) | Website functionality | Online tools/services | Sponsor website/tools | Plan reports/benchmarking | |
| 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.