Broker Dealer 401k Service Provider Directory - 401k Product Comparison Reports
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Provider Directory

The 401(k) field is more crowded than ever, with hundreds of service providers competing in a multi-trillion dollar market that shows huge variation in products, pricing, fees, and plan features. Conducting due diligence on behalf of your plan sponsor clients is crucial.

The 401kExchange Service Provider Directory is an essential tool for navigating the rapidly changing 401(k) market. The Directory offers current summary profiles on hundreds of 401(k) products from more than 100 service providers, including many of the most recognized names in the business. Profiles are updated constantly by providers directly and by the 401kExchange Retirement Services desk.

Entries list the key facts that sponsors and advisors need to know when choosing a service provider including:

  • how the provider's business has grown over the last three years
  • how many funds they manage
  • their total assets under management
  • how many employer clients they serve
  • direct links to their websites for more information

Provider Comparison Report

Take the information in the Provider Directory and turn it into a powerful sales tool for advisors to close business with prospective sponsors. The 401kExchange Provider Comparison Report allows advisors to compare 401(k) products and providers in a customizable spreadsheet format according to specific criteria.

Get an "apples to apples" comparison of providers across various criteria including customer satisfaction ratings, plan investments, record keeping, customer service, and more. This service includes comparisons vs. industry averages and standard provider pricing.

If you are interested in a service provider that is not on the list, a 401kExchange Retirement Consultant will note your request to see if that provider can be added to the directory.

The information comprising the Service Provider Directory has been supplied independently by each individual service provider. Although 401kExchange makes every reasonable effort to ensure the information is factual, we cannot guarantee its accuracy.

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