Member Service Providers
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Ameritas® offers affordable retirement plans to complement each organization's business goals and strategic objectives — from traditional profit-sharing plans to advanced plan designs tailored to high net-worth employee groups. Our goal is to make saving for retirement convenient and simple because "fulfilling life" is one of the ways Ameritas is making life better for those we serve.
Ameritas® is the marketing name for subsidiaries of Ameritas Mutual Holding Company including, but not limited to, Ameritas Life Insurance Corp., Ameritas Life Insurance Corp. of New York, and The Union Central Life Insurance Company.
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry by innovating in ways that benefit investors, the advisors and employers who serve them. We champion our clients' goals with passion and integrity. Schwab Retirement Plan Services is focused on participant outcomes. We offer and support 401(k) plans as well as a wide variety of defined contribution plans, defined benefit plans, and nonqualified deferred compensation services that integrate easily with your 401(k). You'll benefit from a flexible, customizable approach to addressing your plan needs, streamlined administration, robust plan and participant services, and dedicated support.
Empower Retirement is a bold new retirement services company combining the retirement resources, expertise and scale of Great-West Financial, Putnam Investments, and Great-West Financial Retirement Plan Services (formerly J.P. Morgan Retirement Plan Services). Our singular vision is to transform the retirement industry to help people retire with reliable replacement of their working income—for life. Helping over 7 million participants and 30,000 plan sponsors as a leading provider of 401(k), 457 and 403(b) employer-sponsored retirement savings plans..
Fidelity Investments, with assets under administration of $4.0 trillion, is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing to more than 20 million individuals, institutions, and through 5,000 financial intermediary firms. The Fidelity 401(k) program is a fully bundled, flexible offering designed to help advisors provide a 401(k) plan that best meets the needs of their plan sponsors. Backed by the strength of Fidelity, the program offers four key elements for a successful 401(k) plan: flexible plan drafts; an innovative employee engagement program, called Plan for Life; analytics tools; and outstanding service.
John Hancock Retirement Plan Services is a strategic cornerstone of John Hancock’s wealth management business. We are focused on successful growth through innovation, a commitment to the customer, and deep consultation with the partners who share in our success. Our promise is to remain a premier provider—a trusted partner to you—helping individuals realize the retirement futures they have promised themselves. We offer a diverse set of products, service options, and programs ranging from proven leadership and expertise in the small plan, TPA-focused market to solutions for very large plans, including a total retirement outsourcing solution. Whatever your plan’s size, industry, or unique challenges, we have a solution. Let us help you build a better retirement program.
For more than 60 years, Lincoln Financial Group’s Retirement Plan Services (RPS) business has been helping savers boost their retirement readiness through employer-sponsored plans. That legacy includes a commitment to collaborating with the institutional consultant and advisor to help plan sponsors offer retirement programs that meet the unique needs and goals of their organization. Lincoln serves clients in all markets – corporate, healthcare, government and not for profit – with a best-in-class high-touch service model. RPS Retirement Consultants, available onsite, online and by phone, develop long-term one-on-one relationships with savers to help motivate them to take actions that lead to better retirement outcomes. RPS offers personalized services, solutions and education to help plan participants get to and through retirement.
For employers committed to worker retirement readiness, MassMutual combines experienced local service, financial strength and comprehensive participant offerings to drive overall retirement plan health. As an innovator, MassMutual provides next generation, replacement income focused plan metrics. MassMutual works exclusively thru Advisors and can accommodate a range of service models across many markets including corporate, non-profit and Taft-Hartley.
Nationwide® is a U.S.-based company with a history of strength and stability dating back more than 89 years. We’re committed to helping America retire successfully and to creating a brighter future for our members and communities.
We offer advisors the flexibility and control to do what they do best – tailor the perfect retirement plan to serve the unique needs of their clients.
- More than 1200 investments to create the core lineup--plus Fund Window, providing participants access to funds outside the core lineup at no added cost
- Dedicated Field and Internal partners who make themselves available--pre-sale, point-of-sale, post-sale, and anywhere along the journey
- A suite of solutions designed to ease a plan sponsor's administrative and fiduciary burdens
For more than 50 years, the companies of OneAmerica have specialized in designing, installing and providing administrative services for retirement plans through our quality service and experienced staff. Based in Indianapolis, Indiana, we believe in teamwork, with local service provided through regional offices across the country. Our financial strength, investment support programs, proactive approach toward administrative services and motivating employee communication programs, allow us to address the unique needs of those we serve. Plan sponsors and financial professionals can feel confident in knowing they are working with an experienced provider every step of the way.
Pentegra is a leading provider of retirement plan, fiduciary outsourcing and institutional investment solutions. Founded by the Federal Home Loan Bank System in 1943, we have over 70 years of expertise in providing best-in-class solutions.
With every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan. With expertise with every conceivable plan type and design with the broadest possible span of fiduciary duties, we partner with firms as an independent resource to bring maximum flexibility to every opportunity. You and your client decide how you want to work with us and together we'll select the services, fiduciary support, and investment platform that brings your solution together seamlessly to deliver powerful retirement plan solutions that build successful outcomes.
The Principal Financial Group® (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $403.0 billion in assets under management1 and serves some 18.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit www.principal.com.
Securian Financial Group and its affiliates provide financial security for individuals and businesses in the form of insurance, investments and retirement plans. We have been offering qualified retirement plans since 1930 and back those services with strong financials and a focus on clients’ best interests. Flexibility, expertise and unique solutions delivered by long tenured specialists that truly care about their clients are standard components of our program. Our approach includes extensive administrative outsourcing and industry leading fee levelization provided under open architecture and 3(21) platforms. Bundled and unbundled service levels are available.
At T. Rowe Price we know every company has specific priorities and objectives for its retirement plan. Therefore, every plan needs to be properly structured and clearly focused on specific outcomes. It’s the reason we take a “one team” approach — partnering with advisors to pursue desired results. With our investment management, T. Rowe Price is focused on delivering investment management excellence that investors can rely on—now and over the long term. As a thought leader in the retirement space, we’re committed to ensuring that you stay informed and equipped to make the right choices. We offer retirement solutions that add value and accommodate multiple arrangements, working with plan sponsors, advisors, and third-party administrators to deliver retirement plan services for all plan types, sizes, and levels of complexity.
We were founded nearly a century ago as the vision of one of history's great philanthropists, Andrew Carnegie, to make a difference in the lives of teachers. Since then, we have helped millions at academic, medical, research and cultural organizations—the people whose work makes the world a better place—retire with financial security.
With an award-winning track record for consistent investment performance, and more than $915 billion in assets, we are the leading provider of financial services for academic, research, medical, cultural and governmental. TIAA serves the financial needs of more than 16,000 institutions and 5 million people. We offer a wide range of financial solutions, including investing, banking, advice and guidance and retirement services.
For more than half a century, VALIC has served as a leading retirement plan provider for healthcare, government, higher education, K-12 schools and school districts and other not-for-profit institutions. VALIC currently has more than $86 billion in total customer assets under management and manages plans for more than 2 million plan participants. We help Americans plan for and enjoy a secure retirement. At VALIC, we provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. Our goal is to help Americans live retirement on their terms.
About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $11 billion in revenue in 2015 and $458 billion in total assets under management and administration as of March 31, 2016. With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya's vision is to be America's Retirement Company™.
Wells Fargo's mission is to help America's diverse workforce prepare for a better retirement. As one of the nation's leading providers of retirement plan services we are committed to working with Advisors and their clients to help improve participant outcomes. For plan sponsors we focus on key metrics that define success for their plan, develop customized strategies to help them succeed, and benchmark results to improve plan health. For participants, we inspire them to take their next best step toward retirement security by delivering relevant, personalized messaging through multiple channels. Overall, we leverage the wealth of resources across Wells Fargo to help both plan sponsors and participants achieve their broader financial health objectives..