Retirement Plan Consulting

Retirement plan consulting helps employers provide appropriate retirement plan options to employees and ensure they meet fiduciary responsibilities.
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Aon

Aon

Reviews pending
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Company Overview

Founded

1987

Employees

Funding Summary

None

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About Aon

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Show More
Archbright

Archbright

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Founded

1936

Employees

200

Funding Summary

Not Provided

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About Archbright

Archbright™ is the go-to resource for employers in the Pacific Northwest. At our core, we offer easy access to expert HR, Safety, and Legal advice through an affordable annual membership. Our focus is helping companies elevate workplace performance. With three membership levels to choose from, employers can align our services with their needs and budget. Benefits may include access to our HR Hotline, On-Call Safety Advice, our online HR Toolkit, Employment Law and Labor Law advice, Compensation Survey Data, and more. Members can also purchase additional services that span every stage of the employer-employee relationship, including HR Consulting, Employee and... Show More
Benefit Planning Consultants, Inc.

Benefit Planning Consultants, Inc.

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Founded

1979

Employees

Funding Summary

Not Provided

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About Benefit Planning Consultants, Inc.

Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing our clients and their employees first and looking at things from their point of view. BPC is small enough to care and large enough to do the job right.

Discover what makes BPC different and how you can be a part of it. Show More
Principal Financial

Principal Financial

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Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More
Voya Financial

Voya Financial

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Founded

2014

Employees

Funding Summary

None

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About Voya Financial

Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time. Show More
NWPS

NWPS

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Founded

1994

Employees

193

Funding Summary

None

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About NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business.

Services
Plan consulting and design
Recordkeeping and actuarial
Compliance and administration
Communication and participant services

We employ imaginative, creative, and practical approaches to meet client needs and address new developments. We work closely with our clients to ensure that their benefit plans are as efficient and effective as possible. Show More
401GO

401GO

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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Product Description

Through integration and automation, we’ve created an entirely new way to save for retirement.

-Get up and running in just minutes
-Individualized guided portfolios
-Simple and affordable pricing Show More
Company Overview
IMA Wealth management

IMA Wealth management

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Founded

1999

Employees

Funding Summary

Not Provided

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About IMA Wealth management

IMA Wealth, Inc. is an RIA registered with the SEC, a broker-dealer registered with the SEC, Member FINRA, and an insurance agency. This site is not a solicitation or offer to sell investment services except in states where we are registered or where an exemption or exclusion from such registration exists. No investment strategy, such as diversification or asset allocation, can guarantee a profit or protect against loss. Past performance is no indication of future results. This social media account is for informational purposes only and contains third-party links which direct you away from our site. IMA Wealth is not... Show More
Hall Benefits Law, LLC

Hall Benefits Law, LLC

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Min. Group Size

50 eligible

Lives Serviced

99,999

Average Cost

Average Cost is Locked

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Product Description

HBL's experienced team provides employee benefits legal compliance support for all aspects of Retirement Plan Consulting regardless of geographic location or company size. Show More
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SAVVI Financial

SAVVI Financial

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Founded

2013

Employees

25

Funding Summary

Not Provided

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About SAVVI Financial

Savvi Financial is a leading provider of personalized financial guidance solutions, enabling individuals and employees to make informed decisions and achieve their financial goals. Our data-driven platform simplifies complex choices, reduces financial stress, and maximizes benefits ROI. SAVVI provides:
Personalized Recommendations: Tailored guidance on everything from budgeting and investing to insurance and retirement planning.
Data-Driven Insights: Clear, actionable insights to help you understand your financial health and make smarter decisions.
Proven Results: Increased employee satisfaction, engagement, and financial well-being.
Seamless Integration: Easy implementation with existing benefits platforms.
Holistic Approach: We address all aspects of financial... Show More
Fiducient Advisors

Fiducient Advisors

5.0 (1)
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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

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Lock

Product Features

Not Provided.

Product Description

Fiducient Advisors opened May 1, 1995 and remains dedicated to investment consulting. Our mission is to help clients prosper by placing their interests first and providing straightforward advice built on practical intellectual capital. Show More
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Mutual of America Financial Group

Mutual of America Financial Group

Reviews pending
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Company Overview

Founded

1945

Employees

1,000

Funding Summary

Not Provided

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About Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.
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The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA)

Reviews pending
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Company Overview

Founded

1996

Employees

250

Funding Summary

Not Provided

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About The Retirement Advantage, Inc. (TRA)

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $11 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
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Alliance Pension Consultants, LLC

Alliance Pension Consultants, LLC

Reviews pending
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Company Overview

Founded

1979

Employees

45

Funding Summary

Not Provided

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About Alliance Pension Consultants, LLC

Since 1979, Alliance has been a leader in providing experienced and responsive retirement plan design and administration solutions. The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We work together and with other professionals to create extraordinary teams that succeed in plan design and administration. Our constant goal is to deliver value by providing unbiased, cost-effective solutions to the most complex and critical challenges.
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National Benefit Services, LLC

National Benefit Services, LLC

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Founded

1986

Employees

Funding Summary

Not Provided

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Clients size is Locked

About National Benefit Services, LLC

National Benefit Services, LLC (NBS) is a fee for service Third Party Administrator specializing in the design and administration of all types of Retirement Plans, Cafeteria Plans, COBRA Administration and Data Services. Retirement Plan Administration: 401(k), 403(b), 457(b), 457(f), Multiple Employer, Defined Benefit, Cash Balance, ESOP
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Newport Group

Newport Group

Reviews pending
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Founded

1985

Employees

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Newport Group

Newport Group has been acquired by Ascensus

Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.
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NewRetirement

NewRetirement

Reviews pending
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Company Overview

Founded

2015

Employees

31

Funding Summary

7M Series A

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Clients size is Locked

About NewRetirement

NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals. Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII). Show More
PlanPILOT

PlanPILOT

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Founded

2011

Employees

9

Funding Summary

Not Provided

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About PlanPILOT

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees.
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Jellyvision, the makers of ALEX

Jellyvision, the makers of ALEX

4.5 (2)
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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

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Product Features

Not Provided.

Product Description

ALEX Medicare helps your retiring employees understand the Medicare coverage options available to them, through the same conversational interactive experience that you get with ALEX Benefits Counselor. The look and feel for ALEX... Show More
Company Overview
Arthur J. Gallagher

Arthur J. Gallagher

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Founded

1927

Employees

Funding Summary

Not Provided

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About Arthur J. Gallagher

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence.
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