You must be logged in to view complete provider profiles.
Register here or call 877-777-4015 for access.

BACK TO THE TOP

Ascensus

Ascensus understands that retirement plan sales are all about relationships: your relationship with your clients, our relationship with you. With over 27,000 defined contribution plans and a staff of more than 1,000 highly-trained professionals, we are committed to providing solutions to build and maintain these relationships throughout the life of a plan. With capabilities that extend beyond our core administrative and recordkeeping strengths, you are choosing a partner with over 30 years in the business and an appreciation of each client’s unique plan needs.

BACK TO THE TOP

ADP Retirement Services

ADP Retirement Services administers defined contribution plans for small-, mid- and large-sized companies which equates to more than 25,000 retirement clients.  We meet the changing needs of plan sponsors and support our financial advisor partners through our 750 dedicated employees who specialize in establishing and servicing your clients’ plans.¹

Automatic Data Processing, Inc. is one of only a handful of U.S. companies rated AAA by Standard & Poor’s and Moody’s.²

BACK TO THE TOP

AUL Retirement Services

American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of products and services for retirement plans of individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals focusing on the 401(k), 403(b) and 457 markets.

BACK TO THE TOP

Benefit Plan Administrative Services

Benefit Plan Administrative Services (BPAS) was founded in 1973 based in Central New York. The first twenty three years of their operation was focused on providing balance-forward administration to pension and profit sharing plans. BPAS entered the daily valuation business in 1996, the same year they were acquired by Community Bank System, Inc. (NYSE: CBU). This corporate structure opened up new possibilities for their firm. It provided a national trust charter and membership in the National Securities Clearing Corporation through sister company CBNA – two critical ingredients to offering a true bundled solution to BPA clients. It also allowed them to change their focus from direct selling plans within the Bank’s footprint area to taking thier services nationally in partnership with financial intermediaries.

BACK TO THE TOP

CPI Qualified Plan Consultants, Inc.

Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration services to qualified and non-qualified defined contribution retirement plans. With corporate headquarters in Great Bend, Kansas, CPI has 18 offices located throughout the United States. CPI currently partners with the nation’s most prominent investment institutions and mutual fund companies to provide services to more than 3,700 retirement plan clients and their investment professionals. For more information about CPI, www.cpiqpc.com or call 800-279-9916, extension 765. CPI is a wholly owned subsidiary of CUNA Mutual Group, a leading insurance and financial services organization.

BACK TO THE TOP

BACK TO THE TOP

DWS Investments

DWS Investments manages over $136 billion in retail and retirement assets in the United States and approximately $342 billion globally (as of 12/31/09). We are proud to be an organization providing innovative investment strategies, including alternative investments. Our focus, depth of resources and flexibility enable us to deliver a world class retirement plan platform to plan sponsors and financial advisors.  

BACK TO THE TOP

ExpertPlan

ExpertPlan was founded as a technology innovator in the administration of retirement programs. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. Today, ExpertPlan is a trusted independent partner for retirement plan solutions and services. ExpertPlan's in-house recordkeeping system is fully-automated, easy-to-use, and flexible, enabling plan sponsors to provide successful retirement programs and help employees achieve their goals of building retirement wealth over time.

BACK TO THE TOP

BACK TO THE TOP

BACK TO THE TOP

BACK TO THE TOP

ING

ING is a global financial institution offering banking, investments, life insurance and retirement services to over 85 million clients in over 40 countries. As the world's 6th largest insurance company* with a diverse workforce of about 111,000 people, ING is dedicated to setting the standard in helping our clients manage their financial future.
ING’s U.S. Retirement Services has scaled leadership presence across the entire DC spectrum and offers retirement solutions spanning all market segments. Our leadership positions include:

• #1 DC provider based on number of plans with over 52,000**
• #2 in plan participants with over seven million**
• #3 in DC assets with over $230 billion**

BACK TO THE TOP

John Hancock

John Hancock Retirement Plan Services acts as a record keeper for over 43,000 plans and services 1.7 million participants¹ – making them the #1 full-service provider for 401(k) plans.²

Significant scale
John Hancock's parent, Manulife Financial, is among the largest life insurance companies in the world based on market capitalization³ and has been helping individuals and institutions increase and protect wealth since 1862.

Dedicated to you
John Hancock is also dedicated to helping you assist your clients and their participants with their retirement goals. John Hancock is a leading provider of retirement plan offerings and has the resources to meet - and exceed - your clients' needs.

BACK TO THE TOP

BACK TO THE TOP

M&I Institutional Trust Services

The goal of M & I Institutional Trust Services is to make your job easier by giving you the support you need to win new clients and retain your existing client base.

M&I Institutional Trust Services’ experienced team of professionals is ready to ensure a smooth-running relationship backed by a high level of personal service.  With over 160 years of experience, M&I administers combined portfolios of over $90 billion and continues to be a recognized leader in the retirement plan services industry.

BACK TO THE TOP

MassMutual

MassMutual’s Retirement Services Division has been serving retirement plans for more than 60 years. We offer a full range of products and services for corporate, union, nonprofit and governmental employers' defined benefit, defined contribution and nonqualified deferred compensation plans. We serve approximately one million participants.

BACK TO THE TOP

BACK TO THE TOP

NextStep Defined Contribution, Inc.

NextStep Defined Contribution, Inc. (NextStep) is an independent provider of recordkeeping and administrative services for 401(k) and other defined contribution plans. Through the use of leading-edge technology, the Company offers an innovative and comprehensive retirement solution for advisors, TPAs, plan sponsors and plan participants.

The firm’s independence, flexibility and "advisor-friendly" business model – along with its ability to provide access to institutional class funds, a broad array of index and enhanced index funds, and exchange traded funds (ETFs) – make NextStep an appealing and prudent choice for advisors and TPAs in need of low-cost and transparent investment options for their clients.

NextStep is a member of the Council of Independent 401(k) Recordkeepers (CIKR), an affiliate organization of the American Society of Pension Professionals & Actuaries (ASPPA). The Company is located east of San Francisco in the Bay Area of Northern California.

BACK TO THE TOP

OppenheimerFunds Retirement Services

OppenheimerFunds Retirement Services understands the challenges you face in the retirement plan marketplace and offers solutions to meet them. With our dedication to investment excellence we bring the breadth and depth of high quality investments necessary for successful plans. We focus extensive resources on the technology, people and products necessary to help plan sponsors meet fiduciary responsibilities and participants work toward a successful retirement.

For more information about our retirement solutions, please contact your OppenheimerFunds Regional Retirement Representative at 1.800.734.5222.

BACK TO THE TOP

RSM McGladrey

RSM McGladrey’s commitment to the retirement plan industry is evidenced by more than 40 years experience serving plan sponsors throughout the country. Our professional staff serves virtually all types of retirement plans for any organization in any industry. This unique “open plan design” approach allows us to work closely with plan sponsors, insurance and investment providers and advisors to meet the needs of our clients. As a national practice we provide local hands on services with the resources of a large firm.   

BACK TO THE TOP

Securian

When it comes to achieving your clients' retirement goals, the quality of the company you recommend is especially important. Securian Retirement Distributors provides competitive retirement plan solutions backed by flexible, high quality services.  For nearly 130 years, Securian and its affiliates have honored their commitments - in good times and bad - supported by long-term management and investment strategies. This strength and dependability provides you with a clear, competitive advantage in the retirement marketplace.  We consistently maintain high ratings, excellent asset quality and capital strength and demonstrate our ability to provide long-term financial security for our customers every day.¹

BACK TO THE TOP

BACK TO THE TOP

BACK TO THE TOP

Focused on the DC market? Become a Premier Provider.
Call 401kExchange at 877-777-4015 x:3391 to get started.